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 | $176,300 | $177,572-0.7% | $154,803+13.9% | $142,382+23.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $10,312 | $4,810+114.4% | $4,305+139.5% | $4,299+139.9% |
| Participant deferral / active EE | $5,557 | $6,272-11.4% | $5,540+0.3% | $6,507-14.6% |
| Admin fee / account holder | $92,670 | $16,786+452.1% | $14,329+546.7% | $12,624+634.1% |