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 | $191,294 | $177,572+7.7% | $154,803+23.6% | $142,382+34.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.20% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,262 | $4,810+134.1% | $4,305+161.6% | $4,299+162.0% |
| Participant deferral / active EE | $6,937 | $6,272+10.6% | $5,540+25.2% | $6,507+6.6% |
| Admin fee / account holder | $914 | $16,786-94.6% | $14,329-93.6% | $12,624-92.8% |