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 | $186,945 | $177,572+5.3% | $154,803+20.8% | $142,382+31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.30% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,347 | $4,810-9.6% | $4,305+1.0% | $4,299+1.1% |
| Participant deferral / active EE | $8,583 | $6,272+36.9% | $5,540+54.9% | $6,507+31.9% |
| Admin fee / account holder | $4,178 | $16,786-75.1% | $14,329-70.8% | $12,624-66.9% |