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 | $236,322 | $123,793+90.9% | $177,821+32.9% | $79,858+195.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.88% | 22.82%+2.1pp | 48.32%-23.4pp | 31.71%-6.8pp |
| Employer contribution / active EE | $7,808 | $4,095+90.7% | $5,918+31.9% | $2,471+216.0% |
| Participant deferral / active EE | $17,096 | $5,956+187.0% | $7,714+121.6% | $3,740+357.1% |
| Admin fee / account holder | $972 | $7,243-86.6% | $12,427-92.2% | $5,306-81.7% |