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 | $207,613 | $114,381+81.5% | $107,525+93.1% | $142,382+45.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.34% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $22,206 | $4,015+453.1% | $3,754+491.6% | $4,299+416.5% |
| Participant deferral / active EE | $5,334 | $5,564-4.1% | $5,116+4.3% | $6,507-18.0% |
| Admin fee / account holder | $4,533 | $9,860-54.0% | $8,919-49.2% | $12,624-64.1% |