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 | $186,924 | $127,264+46.9% | $109,895+70.1% | $167,490+11.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 37.86% | 22.97%+14.9pp | 29.45%+8.4pp | 478.56%-440.7pp |
| Employer contribution / active EE | $3,313 | $3,322-0.3% | $2,842+16.5% | $4,837-31.5% |
| Participant deferral / active EE | $1,444 | $4,514-68.0% | $4,048-64.3% | $6,341-77.2% |
| Admin fee / account holder | $8,015 | $7,114+12.7% | $6,066+32.1% | $12,309-34.9% |