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 | $181,147 | $159,602+13.5% | $150,045+20.7% | $142,382+27.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.25% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,465 | $4,961+10.2% | $4,693+16.5% | $4,299+27.1% |
| Participant deferral / active EE | $6,749 | $8,310-18.8% | $7,997-15.6% | $6,507+3.7% |
| Admin fee / account holder | $1,631 | $14,846-89.0% | $13,435-87.9% | $12,624-87.1% |