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 | $201,107 | $114,381+75.8% | $107,525+87.0% | $142,382+41.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.46% | 242.71%-226.2pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $12,803 | $4,015+218.9% | $3,754+241.1% | $4,299+197.8% |
| Participant deferral / active EE | $6,798 | $5,564+22.2% | $5,116+32.9% | $6,507+4.5% |
| Admin fee / account holder | $2,747 | $9,860-72.1% | $8,919-69.2% | $12,624-78.2% |