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 | $214,414 | $114,381+87.5% | $107,525+99.4% | $142,382+50.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.30% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,212 | $4,015-20.0% | $3,754-14.4% | $4,299-25.3% |
| Participant deferral / active EE | $9,845 | $5,564+76.9% | $5,116+92.4% | $6,507+51.3% |
| Admin fee / account holder | $26,847 | $9,860+172.3% | $8,919+201.0% | $12,624+112.7% |