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 | $161,005 | $114,381+40.8% | $107,525+49.7% | $142,382+13.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.16% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,905 | $4,015-2.7% | $3,754+4.0% | $4,299-9.2% |
| Participant deferral / active EE | $11,681 | $5,564+109.9% | $5,116+128.3% | $6,507+79.5% |
| Admin fee / account holder | $34,006 | $9,860+244.9% | $8,919+281.3% | $12,624+169.4% |