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 9-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 | $165,683 | $148,534+11.5% | $135,903+21.9% | $139,434+18.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.62% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,276 | $5,243-18.4% | $4,856-11.9% | $4,751-10.0% |
| Participant deferral / active EE | $10,035 | $8,100+23.9% | $7,758+29.4% | $6,710+49.5% |
| Admin fee / account holder | $2,607 | $12,400-79.0% | $10,762-75.8% | $11,403-77.1% |