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 | $208,929 | $114,381+82.7% | $107,525+94.3% | $142,382+46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.21% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,533 | $4,015-36.9% | $3,754-32.5% | $4,299-41.1% |
| Participant deferral / active EE | $6,614 | $5,564+18.9% | $5,116+29.3% | $6,507+1.6% |
| Admin fee / account holder | $3,864 | $9,860-60.8% | $8,919-56.7% | $12,624-69.4% |