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 | $209,176 | $104,974+99.3% | $95,585+118.8% | $142,382+46.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,555 | $2,779-8.0% | $2,527+1.1% | $4,299-40.6% |
| Participant deferral / active EE | $10,083 | $4,352+131.7% | $4,023+150.7% | $6,507+55.0% |
| Admin fee / account holder | $8,368 | $6,386+31.0% | $6,127+36.6% | $12,624-33.7% |