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 7-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 | $205,523 | $159,934+28.5% | $147,005+39.8% | $145,959+40.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $20,273 | $5,287+283.4% | $4,934+310.9% | $4,661+335.0% |
| Participant deferral / active EE | $19,085 | $8,427+126.5% | $8,070+136.5% | $6,689+185.3% |
| Admin fee / account holder | $2,143 | $15,053-85.8% | $13,006-83.5% | $13,398-84.0% |