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 | $150,175 | $114,381+31.3% | $107,525+39.7% | $142,382+5.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.73% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,273 | $4,015+6.4% | $3,754+13.8% | $4,299-0.6% |
| Participant deferral / active EE | $10,799 | $5,564+94.1% | $5,116+111.1% | $6,507+66.0% |
| Admin fee / account holder | $16,104 | $9,860+63.3% | $8,919+80.6% | $12,624+27.6% |