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 | $188,761 | $177,572+6.3% | $154,803+21.9% | $142,382+32.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.42% | 65.07%-49.6pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $19,222 | $4,810+299.6% | $4,305+346.4% | $4,299+347.1% |
| Participant deferral / active EE | $6,537 | $6,272+4.2% | $5,540+18.0% | $6,507+0.5% |
| Admin fee / account holder | $61,739 | $16,786+267.8% | $14,329+330.9% | $12,624+389.1% |