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 | $180,536 | $154,228+17.1% | $145,433+24.1% | $137,256+31.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.36% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $7,908 | $4,804+64.6% | $4,554+73.6% | $4,156+90.3% |
| Participant deferral / active EE | $11,471 | $8,216+39.6% | $7,897+45.3% | $6,407+79.1% |
| Admin fee / account holder | $1,325 | $14,344-90.8% | $13,129-89.9% | $12,270-89.2% |