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 | $182,410 | $209,336-12.9% | $197,124-7.5% | $137,256+32.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.54% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,809 | $6,591+3.3% | $6,227+9.3% | $4,156+63.8% |
| Participant deferral / active EE | $12,701 | $9,614+32.1% | $9,135+39.0% | $6,407+98.2% |
| Admin fee / account holder | $5,674 | $17,308-67.2% | $16,298-65.2% | $12,270-53.8% |