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 | $170,656 | $102,317+66.8% | $146,958+16.1% | $80,856+111.1% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 20.50% | 134.76%-114.3pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $6,626 | $3,713+78.5% | $4,933+34.3% | $2,755+140.5% |
| Participant deferral / active EE | $8,864 | $6,644+33.4% | $8,070+9.8% | $4,296+106.4% |
| Admin fee / account holder | $3,536 | $7,941-55.5% | $12,998-72.8% | $6,918-48.9% |