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 | $193,969 | $177,572+9.2% | $154,803+25.3% | $142,382+36.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.25% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $10,204 | $4,810+112.1% | $4,305+137.0% | $4,299+137.4% |
| Participant deferral / active EE | $4,194 | $6,272-33.1% | $5,540-24.3% | $6,507-35.6% |
| Admin fee / account holder | $1,209 | $16,786-92.8% | $14,329-91.6% | $12,624-90.4% |