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 | $150,159 | $121,625+23.5% | $104,607+43.5% | $158,922-5.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 21.11% | 465.26%-444.2pp | 340.46%-319.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $7,245 | $3,163+129.1% | $2,681+170.3% | $4,761+52.2% |
| Participant deferral / active EE | $6,509 | $4,177+55.8% | $3,740+74.1% | $5,982+8.8% |
| Admin fee / account holder | $530 | $7,787-93.2% | $6,473-91.8% | $11,246-95.3% |