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 | $149,935 | $148,534+0.9% | $135,903+10.3% | $139,434+7.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.63% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,414 | $5,243+22.3% | $4,856+32.1% | $4,751+35.0% |
| Participant deferral / active EE | $13,376 | $8,100+65.1% | $7,758+72.4% | $6,710+99.3% |
| Admin fee / account holder | $1,310 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |