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 | $169,210 | $177,572-4.7% | $154,803+9.3% | $142,382+18.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.34% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $11,357 | $4,810+136.1% | $4,305+163.8% | $4,299+164.2% |
| Participant deferral / active EE | $1,778 | $6,272-71.7% | $5,540-67.9% | $6,507-72.7% |
| Admin fee / account holder | $1,604 | $16,786-90.4% | $14,329-88.8% | $12,624-87.3% |