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 | $147,993 | $104,974+41.0% | $95,585+54.8% | $142,382+3.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $18,632 | $2,779+570.6% | $2,527+637.5% | $4,299+333.4% |
| Participant deferral / active EE | $8,686 | $4,352+99.6% | $4,023+115.9% | $6,507+33.5% |
| Admin fee / account holder | $408 | $6,386-93.6% | $6,127-93.3% | $12,624-96.8% |