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 | $171,508 | $148,534+15.5% | $135,903+26.2% | $139,434+23.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.53% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,351 | $5,243-55.2% | $4,856-51.6% | $4,751-50.5% |
| Participant deferral / active EE | $7,424 | $8,100-8.3% | $7,758-4.3% | $6,710+10.6% |
| Admin fee / account holder | $1,454 | $12,400-88.3% | $10,762-86.5% | $11,403-87.2% |