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 4-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 | $190,877 | $185,822+2.7% | $169,993+12.3% | $139,434+36.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 52.16% | 60.50%-8.3pp | 53.37%-1.2pp | 372.94%-320.8pp |
| Employer contribution / active EE | $3,602 | $7,590-52.5% | $6,785-46.9% | $4,751-24.2% |
| Participant deferral / active EE | $14,106 | $11,622+21.4% | $10,408+35.5% | $6,710+110.2% |
| Admin fee / account holder | $1,044 | $15,381-93.2% | $12,815-91.9% | $11,403-90.8% |