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 6-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 | $160,311 | $114,381+40.2% | $107,525+49.1% | $142,382+12.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.08% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,473 | $4,015-13.5% | $3,754-7.5% | $4,299-19.2% |
| Participant deferral / active EE | $7,166 | $5,564+28.8% | $5,116+40.1% | $6,507+10.1% |
| Admin fee / account holder | $11,535 | $9,860+17.0% | $8,919+29.3% | $12,624-8.6% |