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 | $205,891 | $114,381+80.0% | $107,525+91.5% | $142,382+44.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.38% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,785 | $4,015+19.2% | $3,754+27.5% | $4,299+11.3% |
| Participant deferral / active EE | $17,101 | $5,564+207.3% | $5,116+234.3% | $6,507+162.8% |
| Admin fee / account holder | $762 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |