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 | $196,961 | $114,381+72.2% | $107,525+83.2% | $142,382+38.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $10,797 | $4,015+168.9% | $3,754+187.6% | $4,299+151.1% |
| Participant deferral / active EE | $9,433 | $5,564+69.5% | $5,116+84.4% | $6,507+45.0% |
| Admin fee / account holder | $4,095 | $9,860-58.5% | $8,919-54.1% | $12,624-67.6% |