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 | $148,186 | $114,381+29.6% | $107,525+37.8% | $142,382+4.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.05% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.0pp |
| Employer contribution / active EE | $3,878 | $4,015-3.4% | $3,754+3.3% | $4,299-9.8% |
| Participant deferral / active EE | $10,540 | $5,564+89.4% | $5,116+106.0% | $6,507+62.0% |
| Admin fee / account holder | $6,945 | $9,860-29.6% | $8,919-22.1% | $12,624-45.0% |