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 | $158,688 | $114,381+38.7% | $107,525+47.6% | $142,382+11.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.89% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $8,193 | $4,015+104.1% | $3,754+118.3% | $4,299+90.6% |
| Participant deferral / active EE | $9,498 | $5,564+70.7% | $5,116+85.7% | $6,507+46.0% |
| Admin fee / account holder | $4,949 | $9,860-49.8% | $8,919-44.5% | $12,624-60.8% |