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 | $195,101 | $176,056+10.8% | $159,436+22.4% | $167,490+16.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.42% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,235 | $5,297-76.7% | $4,829-74.4% | $4,837-74.5% |
| Participant deferral / active EE | $5,713 | $7,750-26.3% | $7,352-22.3% | $6,341-9.9% |
| Admin fee / account holder | $11,356 | $12,554-9.5% | $10,799+5.2% | $12,309-7.7% |