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 | $232,385 | $183,519+26.6% | $155,509+49.4% | $145,922+59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.53% | 61.17%-35.6pp | 64.67%-39.1pp | 561.29%-535.8pp |
| Employer contribution / active EE | $5,891 | $5,313+10.9% | $4,672+26.1% | $4,660+26.4% |
| Participant deferral / active EE | $7,625 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $6,844 | $19,313-64.6% | $15,912-57.0% | $13,397-48.9% |