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 | $209,118 | $114,381+82.8% | $107,525+94.5% | $142,382+46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.50% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,012 | $4,015-0.1% | $3,754+6.9% | $4,299-6.7% |
| Participant deferral / active EE | $9,259 | $5,564+66.4% | $5,116+81.0% | $6,507+42.3% |
| Admin fee / account holder | $3,850 | $9,860-61.0% | $8,919-56.8% | $12,624-69.5% |