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 | $186,968 | $185,822+0.6% | $169,993+10.0% | $139,434+34.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.45% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,768 | $7,590-76.7% | $6,785-74.0% | $4,751-62.8% |
| Participant deferral / active EE | $11,950 | $11,622+2.8% | $10,408+14.8% | $6,710+78.1% |
| Admin fee / account holder | $19,300 | $15,381+25.5% | $12,815+50.6% | $11,403+69.3% |