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 | $152,107 | $148,534+2.4% | $135,903+11.9% | $139,434+9.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.22% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $8,361 | $5,243+59.5% | $4,856+72.2% | $4,751+76.0% |
| Participant deferral / active EE | $16,251 | $8,100+100.6% | $7,758+109.5% | $6,710+142.2% |
| Admin fee / account holder | $1,302 | $12,400-89.5% | $10,762-87.9% | $11,403-88.6% |