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 | $150,238 | $148,534+1.1% | $135,903+10.5% | $139,434+7.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.26% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,758 | $5,243+48.0% | $4,856+59.8% | $4,751+63.3% |
| Participant deferral / active EE | $5,694 | $8,100-29.7% | $7,758-26.6% | $6,710-15.2% |
| Admin fee / account holder | $1,150 | $12,400-90.7% | $10,762-89.3% | $11,403-89.9% |