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 | $203,785 | $177,572+14.8% | $154,803+31.6% | $142,382+43.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.34% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,168 | $4,810-75.7% | $4,305-72.9% | $4,299-72.8% |
| Participant deferral / active EE | $8,815 | $6,272+40.5% | $5,540+59.1% | $6,507+35.5% |
| Admin fee / account holder | $1,165 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |