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 | $181,370 | $163,101+11.2% | $136,749+32.6% | $142,382+27.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.54% | 27.54%-11.0pp | 24.33%-7.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,979 | $4,117+118.1% | $3,400+164.1% | $4,299+108.9% |
| Participant deferral / active EE | $5,603 | $5,585+0.3% | $4,692+19.4% | $6,507-13.9% |
| Admin fee / account holder | $43,458 | $14,318+203.5% | $11,386+281.7% | $12,624+244.3% |