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 9-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 | $230,764 | $201,272+14.7% | $184,203+25.3% | $145,922+58.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.48% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,442 | $7,022-36.7% | $6,427-30.9% | $4,660-4.7% |
| Participant deferral / active EE | $22,992 | $9,806+134.5% | $9,131+151.8% | $6,688+243.8% |
| Admin fee / account holder | $3,071 | $16,364-81.2% | $13,901-77.9% | $13,397-77.1% |