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 | $160,005 | $114,381+39.9% | $107,525+48.8% | $142,382+12.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.07% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,375 | $4,015+83.7% | $3,754+96.5% | $4,299+71.5% |
| Participant deferral / active EE | $5,275 | $5,564-5.2% | $5,116+3.1% | $6,507-18.9% |
| Admin fee / account holder | $545 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |