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 | $201,612 | $185,822+8.5% | $169,993+18.6% | $139,434+44.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.89% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $7,907 | $7,590+4.2% | $6,785+16.5% | $4,751+66.4% |
| Participant deferral / active EE | $16,767 | $11,622+44.3% | $10,408+61.1% | $6,710+149.9% |
| Admin fee / account holder | $4,488 | $15,381-70.8% | $12,815-65.0% | $11,403-60.6% |