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 9-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 | $202,579 | $154,228+31.4% | $145,433+39.3% | $137,256+47.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.87% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,737 | $4,804-1.4% | $4,554+4.0% | $4,156+14.0% |
| Participant deferral / active EE | $5,931 | $8,216-27.8% | $7,897-24.9% | $6,407-7.4% |
| Admin fee / account holder | $5,327 | $14,344-62.9% | $13,129-59.4% | $12,270-56.6% |