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 8-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 | $194,104 | $177,572+9.3% | $154,803+25.4% | $142,382+36.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.45% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,613 | $4,810-45.7% | $4,305-39.3% | $4,299-39.2% |
| Participant deferral / active EE | $7,496 | $6,272+19.5% | $5,540+35.3% | $6,507+15.2% |
| Admin fee / account holder | $3,749 | $16,786-77.7% | $14,329-73.8% | $12,624-70.3% |