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 | $150,867 | $209,832-28.1% | $189,513-20.4% | $167,490-9.9% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 18.61% | 748.27%-729.7pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $10,134 | $6,914+46.6% | $6,162+64.5% | $4,837+109.5% |
| Participant deferral / active EE | $8,788 | $8,935-1.6% | $8,221+6.9% | $6,341+38.6% |
| Admin fee / account holder | $1,034 | $14,293-92.8% | $12,045-91.4% | $12,309-91.6% |