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 | $159,787 | $148,534+7.6% | $135,903+17.6% | $139,434+14.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.51% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $10,044 | $5,243+91.6% | $4,856+106.8% | $4,751+111.4% |
| Participant deferral / active EE | $8,308 | $8,100+2.6% | $7,758+7.1% | $6,710+23.8% |
| Admin fee / account holder | $12,954 | $12,400+4.5% | $10,762+20.4% | $11,403+13.6% |