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 | $207,293 | $104,974+97.5% | $95,585+116.9% | $142,382+45.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.62% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,294 | $2,779+18.5% | $2,527+30.4% | $4,299-23.4% |
| Participant deferral / active EE | $10,606 | $4,352+143.7% | $4,023+163.7% | $6,507+63.0% |
| Admin fee / account holder | $421 | $6,386-93.4% | $6,127-93.1% | $12,624-96.7% |