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 | $161,352+8.0% | $134,172+29.9% | $137,256+27.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.33% | 28.72%-15.4pp | 25.30%-12.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,698 | $4,099+63.4% | $3,420+95.8% | $4,156+61.2% |
| Participant deferral / active EE | $7,096 | $5,552+27.8% | $4,690+51.3% | $6,407+10.8% |
| Admin fee / account holder | $5,466 | $15,028-63.6% | $12,016-54.5% | $12,270-55.5% |