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 | $215,730 | $177,572+21.5% | $154,803+39.4% | $142,382+51.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.82% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,122 | $4,810-76.7% | $4,305-73.9% | $4,299-73.9% |
| Participant deferral / active EE | $3,569 | $6,272-43.1% | $5,540-35.6% | $6,507-45.1% |
| Admin fee / account holder | $1,489 | $16,786-91.1% | $14,329-89.6% | $12,624-88.2% |