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 | $151,827 | $114,381+32.7% | $107,525+41.2% | $142,382+6.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 17.61% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $13,815 | $4,015+244.1% | $3,754+268.1% | $4,299+221.3% |
| Participant deferral / active EE | $8,523 | $5,564+53.2% | $5,116+66.6% | $6,507+31.0% |
| Admin fee / account holder | $1,191 | $9,860-87.9% | $8,919-86.7% | $12,624-90.6% |