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 | $224,049 | $228,332-1.9% | $185,823+20.6% | $158,922+41.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.60% | 40.80%-29.2pp | 35.95%-24.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $6,276 | $4,967+26.4% | $4,087+53.6% | $4,761+31.8% |
| Participant deferral / active EE | $8,205 | $6,415+27.9% | $5,632+45.7% | $5,982+37.2% |
| Admin fee / account holder | $10,292 | $11,864-13.2% | $9,500+8.3% | $11,246-8.5% |