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 | $210,393 | $114,381+83.9% | $107,525+95.7% | $142,382+47.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.63% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,820 | $4,015+119.7% | $3,754+135.0% | $4,299+105.2% |
| Participant deferral / active EE | $9,290 | $5,564+67.0% | $5,116+81.6% | $6,507+42.8% |
| Admin fee / account holder | $2,205 | $9,860-77.6% | $8,919-75.3% | $12,624-82.5% |