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 | $190,299 | $133,922+42.1% | $116,228+63.7% | $142,382+33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.47% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,278 | $3,446-33.9% | $2,994-23.9% | $4,299-47.0% |
| Participant deferral / active EE | $7,510 | $5,672+32.4% | $4,953+51.6% | $6,507+15.4% |
| Admin fee / account holder | $25,593 | $14,945+71.3% | $11,989+113.5% | $12,624+102.7% |