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 | $204,025 | $114,381+78.4% | $107,525+89.7% | $142,382+43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.85% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,763 | $4,015+168.1% | $3,754+186.7% | $4,299+150.3% |
| Participant deferral / active EE | $2,975 | $5,564-46.5% | $5,116-41.8% | $6,507-54.3% |
| Admin fee / account holder | $48,079 | $9,860+387.6% | $8,919+439.1% | $12,624+280.9% |