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 | $151,862 | $148,534+2.2% | $135,903+11.7% | $139,434+8.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.51% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $6,522 | $5,243+24.4% | $4,856+34.3% | $4,751+37.3% |
| Participant deferral / active EE | $7,700 | $8,100-4.9% | $7,758-0.7% | $6,710+14.7% |
| Admin fee / account holder | $2,262 | $12,400-81.8% | $10,762-79.0% | $11,403-80.2% |