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 6-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 | $249,685 | $201,272+24.1% | $184,203+35.5% | $145,922+71.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.10% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,204 | $7,022-25.9% | $6,427-19.0% | $4,660+11.7% |
| Participant deferral / active EE | $25,098 | $9,806+155.9% | $9,131+174.9% | $6,688+275.3% |
| Admin fee / account holder | $1,418 | $16,364-91.3% | $13,901-89.8% | $13,397-89.4% |