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 | $212,747 | $159,602+33.3% | $150,045+41.8% | $142,382+49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.45% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,149 | $4,961+3.8% | $4,693+9.7% | $4,299+19.8% |
| Participant deferral / active EE | $12,054 | $8,310+45.0% | $7,997+50.7% | $6,507+85.2% |
| Admin fee / account holder | $13,839 | $14,846-6.8% | $13,435+3.0% | $12,624+9.6% |