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 6-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 | $230,371 | $114,381+101.4% | $107,525+114.2% | $142,382+61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.82% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,797 | $4,015-30.3% | $3,754-25.5% | $4,299-35.0% |
| Participant deferral / active EE | $2,797 | $5,564-49.7% | $5,116-45.3% | $6,507-57.0% |
| Admin fee / account holder | $2,015 | $9,860-79.6% | $8,919-77.4% | $12,624-84.0% |