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 | $228,060 | $177,572+28.4% | $154,803+47.3% | $142,382+60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.11% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,519 | $4,810-6.1% | $4,305+5.0% | $4,299+5.1% |
| Participant deferral / active EE | $7,623 | $6,272+21.5% | $5,540+37.6% | $6,507+17.1% |
| Admin fee / account holder | $19,134 | $16,786+14.0% | $14,329+33.5% | $12,624+51.6% |