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 | $188,303 | $176,812+6.5% | $146,665+28.4% | $167,490+12.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 53.46% | 24.03%+29.4pp | 22.74%+30.7pp | 478.56%-425.1pp |
| Employer contribution / active EE | $7,571 | $5,160+46.7% | $4,136+83.0% | $4,837+56.5% |
| Participant deferral / active EE | $6,268 | $6,440-2.7% | $5,506+13.8% | $6,341-1.2% |
| Admin fee / account holder | $1,011 | $13,259-92.4% | $10,280-90.2% | $12,309-91.8% |