See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,509 | $177,572+4.5% | $154,803+19.8% | $142,382+30.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.77% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,929 | $4,810+23.3% | $4,305+37.7% | $4,299+37.9% |
| Participant deferral / active EE | $5,821 | $6,272-7.2% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $1,451 | $16,786-91.4% | $14,329-89.9% | $12,624-88.5% |