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 | $200,969 | $114,381+75.7% | $107,525+86.9% | $142,382+41.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $15,331 | $4,015+281.9% | $3,754+308.4% | $4,299+256.6% |
| Participant deferral / active EE | $6,030 | $5,564+8.4% | $5,116+17.9% | $6,507-7.3% |
| Admin fee / account holder | $5,602 | $9,860-43.2% | $8,919-37.2% | $12,624-55.6% |