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 | $167,211 | $148,534+12.6% | $135,903+23.0% | $139,434+19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.35% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,856 | $5,243-7.4% | $4,8560% | $4,751+2.2% |
| Participant deferral / active EE | $9,157 | $8,100+13.0% | $7,758+18.0% | $6,710+36.5% |
| Admin fee / account holder | $31,925 | $12,400+157.5% | $10,762+196.6% | $11,403+180.0% |