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 | $224,189 | $114,381+96.0% | $107,525+108.5% | $142,382+57.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.96% | 242.71%-226.7pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,843 | $4,015+20.6% | $3,754+29.0% | $4,299+12.7% |
| Participant deferral / active EE | $10,789 | $5,564+93.9% | $5,116+110.9% | $6,507+65.8% |
| Admin fee / account holder | $1,213 | $9,860-87.7% | $8,919-86.4% | $12,624-90.4% |