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 | $185,723 | $159,602+16.4% | $150,045+23.8% | $142,382+30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $16,936 | $4,961+241.4% | $4,693+260.9% | $4,299+293.9% |
| Participant deferral / active EE | $12,547 | $8,310+51.0% | $7,997+56.9% | $6,507+92.8% |
| Admin fee / account holder | $1,266 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |