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 | $169,846 | $159,602+6.4% | $150,045+13.2% | $142,382+19.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.41% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,434 | $4,961-10.6% | $4,693-5.5% | $4,299+3.1% |
| Participant deferral / active EE | $19,750 | $8,310+137.7% | $7,997+147.0% | $6,507+203.5% |
| Admin fee / account holder | $67,369 | $14,846+353.8% | $13,435+401.5% | $12,624+433.7% |