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 | $178,786 | $209,411-14.6% | $178,490+0.2% | $158,922+12.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.20% | 188.75%-170.5pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $7,877 | $5,706+38.0% | $5,011+57.2% | $4,761+65.4% |
| Participant deferral / active EE | $7,477 | $5,954+25.6% | $5,202+43.7% | $5,982+25.0% |
| Admin fee / account holder | $1,593 | $17,074-90.7% | $13,984-88.6% | $11,246-85.8% |