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 | $149,300 | $74,888+99.4% | $71,209+109.7% | $142,382+4.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 22.29% | 345.14%-322.9pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $7,884 | $2,854+176.2% | $2,721+189.7% | $4,299+83.4% |
| Participant deferral / active EE | $2,486 | $4,454-44.2% | $4,175-40.5% | $6,507-61.8% |
| Admin fee / account holder | $6,663 | $5,568+19.7% | $5,349+24.6% | $12,624-47.2% |