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 | $175,746 | $114,381+53.6% | $107,525+63.4% | $142,382+23.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.31% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,234 | $4,015-19.5% | $3,754-13.9% | $4,299-24.8% |
| Participant deferral / active EE | $3,660 | $5,564-34.2% | $5,116-28.5% | $6,507-43.8% |
| Admin fee / account holder | $2,163 | $9,860-78.1% | $8,919-75.7% | $12,624-82.9% |