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 | $207,305 | $114,381+81.2% | $107,525+92.8% | $142,382+45.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.66% | 242.71%-230.0pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,528 | $4,015+12.8% | $3,754+20.6% | $4,299+5.3% |
| Participant deferral / active EE | $7,975 | $5,564+43.3% | $5,116+55.9% | $6,507+22.6% |
| Admin fee / account holder | $1,548 | $9,860-84.3% | $8,919-82.6% | $12,624-87.7% |