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 | $181,607 | $177,572+2.3% | $154,803+17.3% | $142,382+27.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,594 | $4,810+16.3% | $4,305+29.9% | $4,299+30.1% |
| Participant deferral / active EE | $13,892 | $6,272+121.5% | $5,540+150.7% | $6,507+113.5% |
| Admin fee / account holder | $3,014 | $16,786-82.0% | $14,329-79.0% | $12,624-76.1% |