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 | $238,171 | $214,378+11.1% | $200,582+18.7% | $142,382+67.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.70% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $11,455 | $6,841+67.4% | $6,419+78.5% | $4,299+166.4% |
| Participant deferral / active EE | $16,000 | $9,865+62.2% | $9,331+71.5% | $6,507+145.9% |
| Admin fee / account holder | $1,584 | $17,692-91.0% | $16,305-90.3% | $12,624-87.4% |