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 | $74,888+55.7% | $71,209+63.8% | $142,382-18.1% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 13.49% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $10,258 | $2,854+259.4% | $2,721+277.0% | $4,299+138.6% |
| Participant deferral / active EE | $7,171 | $4,454+61.0% | $4,175+71.8% | $6,507+10.2% |
| Admin fee / account holder | $32,675 | $5,568+486.8% | $5,349+510.9% | $12,624+158.8% |