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 3-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 | $177,338 | $177,572-0.1% | $154,803+14.6% | $142,382+24.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.78% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,152 | $4,810+69.5% | $4,305+89.3% | $4,299+89.6% |
| Participant deferral / active EE | $6,304 | $6,272+0.5% | $5,540+13.8% | $6,507-3.1% |
| Admin fee / account holder | $2,114 | $16,786-87.4% | $14,329-85.2% | $12,624-83.3% |