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 | $156,580 | $198,466-21.1% | $170,442-8.1% | $147,584+6.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.05% | 257.29%-247.2pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $8,362 | $6,184+35.2% | $5,433+53.9% | $4,876+71.5% |
| Participant deferral / active EE | $3,429 | $5,629-39.1% | $4,939-30.6% | $5,439-37.0% |
| Admin fee / account holder | $986 | $16,852-94.2% | $13,880-92.9% | $10,885-90.9% |