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 | $238,334 | $179,726+32.6% | $156,263+52.5% | $142,382+67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.07% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,266 | $5,069-15.9% | $4,333-1.6% | $4,299-0.8% |
| Participant deferral / active EE | $6,579 | $6,956-5.4% | $6,158+6.8% | $6,507+1.1% |
| Admin fee / account holder | $6,420 | $17,272-62.8% | $14,255-55.0% | $12,624-49.1% |