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 6-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 | $210,156 | $114,381+83.7% | $107,525+95.4% | $142,382+47.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.29% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $6,804 | $4,015+69.5% | $3,754+81.3% | $4,299+58.3% |
| Participant deferral / active EE | $11,730 | $5,564+110.8% | $5,116+129.3% | $6,507+80.3% |
| Admin fee / account holder | $1,843 | $9,860-81.3% | $8,919-79.3% | $12,624-85.4% |