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 | $169,656 | $177,572-4.5% | $154,803+9.6% | $142,382+19.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.97% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,744 | $4,810+19.4% | $4,305+33.4% | $4,299+33.6% |
| Participant deferral / active EE | $6,567 | $6,272+4.7% | $5,540+18.5% | $6,507+0.9% |
| Admin fee / account holder | $4,908 | $16,786-70.8% | $14,329-65.7% | $12,624-61.1% |