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 | $220,157 | $124,281+77.1% | $109,143+101.7% | $167,490+31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.08% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $7,330 | $4,207+74.2% | $3,722+96.9% | $4,837+51.5% |
| Participant deferral / active EE | $5,767 | $5,255+9.7% | $4,653+23.9% | $6,341-9.1% |
| Admin fee / account holder | $16,337 | $7,970+105.0% | $6,752+141.9% | $12,309+32.7% |