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 7-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 | $188,691 | $177,572+6.3% | $154,803+21.9% | $142,382+32.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.84% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $8,348 | $4,810+73.5% | $4,305+93.9% | $4,299+94.2% |
| Participant deferral / active EE | $7,487 | $6,272+19.4% | $5,540+35.1% | $6,507+15.1% |
| Admin fee / account holder | $2,167 | $16,786-87.1% | $14,329-84.9% | $12,624-82.8% |