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 | $191,033 | $124,281+53.7% | $109,143+75.0% | $167,490+14.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.94% | 26.04%+7.9pp | 25.75%+8.2pp | 478.56%-444.6pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,211 | $5,255+37.2% | $4,653+55.0% | $6,341+13.7% |
| Admin fee / account holder | $16,405 | $7,970+105.8% | $6,752+143.0% | $12,309+33.3% |