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 | $198,520 | $114,381+73.6% | $107,525+84.6% | $142,382+39.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.77% | 242.71%-224.9pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $16,926 | $4,015+321.6% | $3,754+350.9% | $4,299+293.7% |
| Participant deferral / active EE | $3,016 | $5,564-45.8% | $5,116-41.0% | $6,507-53.6% |
| Admin fee / account holder | $1,302 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |