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 | $218,088 | $124,281+75.5% | $109,143+99.8% | $167,490+30.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.91% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $11,241 | $4,207+167.2% | $3,722+202.0% | $4,837+132.4% |
| Participant deferral / active EE | $14,123 | $5,255+168.7% | $4,653+203.5% | $6,341+122.7% |
| Admin fee / account holder | $2,662 | $7,970-66.6% | $6,752-60.6% | $12,309-78.4% |