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 | $174,639 | $163,101+7.1% | $136,749+27.7% | $142,382+22.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.69% | 27.54%-12.9pp | 24.33%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,386 | $4,117+103.7% | $3,400+146.7% | $4,299+95.1% |
| Participant deferral / active EE | $6,918 | $5,585+23.9% | $4,692+47.4% | $6,507+6.3% |
| Admin fee / account holder | $10,213 | $14,318-28.7% | $11,386-10.3% | $12,624-19.1% |