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 | $179,973 | $148,534+21.2% | $135,903+32.4% | $139,434+29.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.12% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,617 | $5,243-11.9% | $4,856-4.9% | $4,751-2.8% |
| Participant deferral / active EE | $10,846 | $8,100+33.9% | $7,758+39.8% | $6,710+61.6% |
| Admin fee / account holder | $1,939 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |