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 | $166,799 | $114,381+45.8% | $107,525+55.1% | $142,382+17.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.49% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,108 | $4,015+27.2% | $3,754+36.1% | $4,299+18.8% |
| Participant deferral / active EE | $13,841 | $5,564+148.7% | $5,116+170.6% | $6,507+112.7% |
| Admin fee / account holder | $3,132 | $9,860-68.2% | $8,919-64.9% | $12,624-75.2% |