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 | $159,740 | $198,466-19.5% | $170,442-6.3% | $147,584+8.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.18% | 257.29%-238.1pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $25,684 | $6,184+315.4% | $5,433+372.8% | $4,876+426.7% |
| Participant deferral / active EE | $10,947 | $5,629+94.5% | $4,939+121.6% | $5,439+101.3% |
| Admin fee / account holder | $893 | $16,852-94.7% | $13,880-93.6% | $10,885-91.8% |