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 | $190,325 | $121,625+56.5% | $104,607+81.9% | $158,922+19.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.92% | 465.26%-453.3pp | 340.46%-328.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,556 | $3,163-19.2% | $2,681-4.6% | $4,761-46.3% |
| Participant deferral / active EE | $5,790 | $4,177+38.6% | $3,740+54.8% | $5,982-3.2% |
| Admin fee / account holder | $6,962 | $7,787-10.6% | $6,473+7.6% | $11,246-38.1% |