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 | $147,340 | $148,534-0.8% | $135,903+8.4% | $139,434+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.76% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,878 | $5,243+31.2% | $4,856+41.6% | $4,751+44.8% |
| Participant deferral / active EE | $6,257 | $8,100-22.8% | $7,758-19.4% | $6,710-6.8% |
| Admin fee / account holder | $22,880 | $12,400+84.5% | $10,762+112.6% | $11,403+100.7% |