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 | $233,797 | $114,381+104.4% | $107,525+117.4% | $142,382+64.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.80% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,661 | $4,015-33.7% | $3,754-29.1% | $4,299-38.1% |
| Participant deferral / active EE | $5,808 | $5,564+4.4% | $5,116+13.5% | $6,507-10.7% |
| Admin fee / account holder | $2,066 | $9,860-79.1% | $8,919-76.8% | $12,624-83.6% |