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 7-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 | $182,947 | $179,726+1.8% | $156,263+17.1% | $142,382+28.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.75% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $8,304 | $5,069+63.8% | $4,333+91.6% | $4,299+93.2% |
| Participant deferral / active EE | $17,312 | $6,956+148.9% | $6,158+181.1% | $6,507+166.0% |
| Admin fee / account holder | $6,853 | $17,272-60.3% | $14,255-51.9% | $12,624-45.7% |