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 | $178,433 | $177,572+0.5% | $154,803+15.3% | $142,382+25.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.80% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $17,805 | $4,810+270.1% | $4,305+313.5% | $4,299+314.2% |
| Participant deferral / active EE | $8,908 | $6,272+42.0% | $5,540+60.8% | $6,507+36.9% |
| Admin fee / account holder | $14,292 | $16,786-14.9% | $14,329-0.3% | $12,624+13.2% |