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 | $144,778 | $114,381+26.6% | $107,525+34.6% | $142,382+1.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.62% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,062 | $4,015+75.9% | $3,754+88.2% | $4,299+64.3% |
| Participant deferral / active EE | $6,858 | $5,564+23.2% | $5,116+34.1% | $6,507+5.4% |
| Admin fee / account holder | $932 | $9,860-90.5% | $8,919-89.6% | $12,624-92.6% |