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 | $199,489 | $118,427+68.4% | $66,042+202.1% | $142,382+40.1% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 11.49% | 35.57%-24.1pp | 52.11%-40.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,269 | $2,570+66.1% | $1,579+170.3% | $4,299-0.7% |
| Participant deferral / active EE | $5,241 | $4,311+21.6% | $2,835+84.8% | $6,507-19.5% |
| Admin fee / account holder | $275,972 | $9,593+2776.7% | $5,747+4702.2% | $12,624+2086.1% |