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 | $175,723 | $148,534+18.3% | $135,903+29.3% | $139,434+26.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.43% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,613 | $5,243-50.2% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $9,533 | $8,100+17.7% | $7,758+22.9% | $6,710+42.1% |
| Admin fee / account holder | $2,749 | $12,400-77.8% | $10,762-74.5% | $11,403-75.9% |