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 | $172,217 | $159,602+7.9% | $150,045+14.8% | $142,382+21.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.20% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,100 | $4,961+23.0% | $4,693+30.0% | $4,299+41.9% |
| Participant deferral / active EE | $10,610 | $8,310+27.7% | $7,997+32.7% | $6,507+63.0% |
| Admin fee / account holder | $972 | $14,846-93.5% | $13,435-92.8% | $12,624-92.3% |