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 | $202,383 | $148,534+36.3% | $135,903+48.9% | $139,434+45.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.91% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,309 | $5,243+1.2% | $4,856+9.3% | $4,751+11.7% |
| Participant deferral / active EE | $8,606 | $8,100+6.2% | $7,758+10.9% | $6,710+28.3% |
| Admin fee / account holder | $9,031 | $12,400-27.2% | $10,762-16.1% | $11,403-20.8% |