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 | $119,516 | $159,602-25.1% | $150,045-20.3% | $142,382-16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.17% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,973 | $4,961+141.4% | $4,693+155.1% | $4,299+178.5% |
| Participant deferral / active EE | $8,587 | $8,310+3.3% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $15,826 | $14,846+6.6% | $13,435+17.8% | $12,624+25.4% |