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 | $206,820 | $177,572+16.5% | $154,803+33.6% | $142,382+45.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,935 | $4,810+2.6% | $4,305+14.6% | $4,299+14.8% |
| Participant deferral / active EE | $6,460 | $6,272+3.0% | $5,540+16.6% | $6,507-0.7% |
| Admin fee / account holder | $7,143 | $16,786-57.4% | $14,329-50.2% | $12,624-43.4% |