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 | $178,243 | $177,572+0.4% | $154,803+15.1% | $142,382+25.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.07% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,899 | $4,810+1.8% | $4,305+13.8% | $4,299+14.0% |
| Participant deferral / active EE | $21,811 | $6,272+247.8% | $5,540+293.7% | $6,507+235.2% |
| Admin fee / account holder | $1,104 | $16,786-93.4% | $14,329-92.3% | $12,624-91.3% |