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 8-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 | $224,995 | $177,572+26.7% | $154,803+45.3% | $142,382+58.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.35% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,359 | $4,810-30.2% | $4,305-22.0% | $4,299-21.9% |
| Participant deferral / active EE | $8,003 | $6,272+27.6% | $5,540+44.4% | $6,507+23.0% |
| Admin fee / account holder | $641 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |