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 | $111,535+42.3% | $105,223+50.8% | $137,256+15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.89% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $8,193 | $3,939+108.0% | $3,689+122.1% | $4,156+97.1% |
| Participant deferral / active EE | $9,498 | $5,500+72.7% | $5,072+87.3% | $6,407+48.3% |
| Admin fee / account holder | $4,949 | $9,721-49.1% | $8,859-44.1% | $12,270-59.7% |