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 | $174,309 | $163,101+6.9% | $136,749+27.5% | $142,382+22.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.33% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,698 | $4,117+62.7% | $3,400+97.0% | $4,299+55.8% |
| Participant deferral / active EE | $7,096 | $5,585+27.1% | $4,692+51.2% | $6,507+9.0% |
| Admin fee / account holder | $5,466 | $14,318-61.8% | $11,386-52.0% | $12,624-56.7% |