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 | $199,059 | $177,572+12.1% | $154,803+28.6% | $142,382+39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.66% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,109 | $4,810+6.2% | $4,305+18.7% | $4,299+18.8% |
| Participant deferral / active EE | $6,518 | $6,272+3.9% | $5,540+17.6% | $6,507+0.2% |
| Admin fee / account holder | $14,745 | $16,786-12.2% | $14,329+2.9% | $12,624+16.8% |