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 | $116,637 | $72,071+61.8% | $68,368+70.6% | $137,256-15.0% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 13.49% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $10,258 | $2,788+267.9% | $2,649+287.3% | $4,156+146.8% |
| Participant deferral / active EE | $7,171 | $4,410+62.6% | $4,123+73.9% | $6,407+11.9% |
| Admin fee / account holder | $32,675 | $5,336+512.4% | $5,150+534.5% | $12,270+166.3% |