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 | $181,251 | $114,381+58.5% | $107,525+68.6% | $142,382+27.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.17% | 242.71%-227.5pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,051 | $4,015+0.9% | $3,754+7.9% | $4,299-5.8% |
| Participant deferral / active EE | $6,235 | $5,564+12.1% | $5,116+21.9% | $6,507-4.2% |
| Admin fee / account holder | $3,902 | $9,860-60.4% | $8,919-56.3% | $12,624-69.1% |