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 | $208,813 | $114,381+82.6% | $107,525+94.2% | $142,382+46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.75% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,867 | $4,015-28.6% | $3,754-23.6% | $4,299-33.3% |
| Participant deferral / active EE | $4,572 | $5,564-17.8% | $5,116-10.6% | $6,507-29.7% |
| Admin fee / account holder | $1,683 | $9,860-82.9% | $8,919-81.1% | $12,624-86.7% |