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 | $162,765 | $133,922+21.5% | $116,228+40.0% | $142,382+14.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.05% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $9,464 | $3,446+174.7% | $2,994+216.0% | $4,299+120.1% |
| Participant deferral / active EE | $8,970 | $5,672+58.1% | $4,953+81.1% | $6,507+37.8% |
| Admin fee / account holder | $17,362 | $14,945+16.2% | $11,989+44.8% | $12,624+37.5% |