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 4-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 | $161,214 | $111,535+44.5% | $105,223+53.2% | $137,256+17.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.63% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,752 | $3,939-4.8% | $3,689+1.7% | $4,156-9.7% |
| Participant deferral / active EE | $18,589 | $5,500+238.0% | $5,072+266.5% | $6,407+190.1% |
| Admin fee / account holder | $92,378 | $9,721+850.2% | $8,859+942.8% | $12,270+652.9% |