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 | $174,955 | $154,228+13.4% | $145,433+20.3% | $137,256+27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.80% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,122 | $4,804+6.6% | $4,554+12.5% | $4,156+23.2% |
| Participant deferral / active EE | $10,288 | $8,216+25.2% | $7,897+30.3% | $6,407+60.6% |
| Admin fee / account holder | $9,292 | $14,344-35.2% | $13,129-29.2% | $12,270-24.3% |