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 | $184,173 | $101,618+81.2% | $93,063+97.9% | $137,256+34.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.18% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,919 | $2,707+44.8% | $2,476+58.3% | $4,156-5.7% |
| Participant deferral / active EE | $2,079 | $4,279-51.4% | $3,958-47.5% | $6,407-67.6% |
| Admin fee / account holder | $23,374 | $6,198+277.1% | $6,033+287.4% | $12,270+90.5% |