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 | $183,988 | $177,572+3.6% | $154,803+18.9% | $142,382+29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.56% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,357 | $4,810-9.4% | $4,305+1.2% | $4,299+1.3% |
| Participant deferral / active EE | $10,089 | $6,272+60.9% | $5,540+82.1% | $6,507+55.0% |
| Admin fee / account holder | $81,294 | $16,786+384.3% | $14,329+467.3% | $12,624+544.0% |