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 | $186,384 | $179,726+3.7% | $156,263+19.3% | $142,382+30.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.25% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $12,184 | $5,069+140.4% | $4,333+181.2% | $4,299+183.4% |
| Participant deferral / active EE | $7,723 | $6,956+11.0% | $6,158+25.4% | $6,507+18.7% |
| Admin fee / account holder | $2,136 | $17,272-87.6% | $14,255-85.0% | $12,624-83.1% |