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 | $164,160 | $114,381+43.5% | $107,525+52.7% | $142,382+15.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.75% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,753 | $4,015-6.5% | $3,7540% | $4,299-12.7% |
| Participant deferral / active EE | $12,124 | $5,564+117.9% | $5,116+137.0% | $6,507+86.3% |
| Admin fee / account holder | $29,929 | $9,860+203.5% | $8,919+235.6% | $12,624+137.1% |