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 | $212,220 | $133,922+58.5% | $116,228+82.6% | $142,382+49.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.30% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,429 | $3,446-58.5% | $2,994-52.3% | $4,299-66.8% |
| Participant deferral / active EE | $6,288 | $5,672+10.9% | $4,953+27.0% | $6,507-3.4% |
| Admin fee / account holder | $5,126 | $14,945-65.7% | $11,989-57.2% | $12,624-59.4% |