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 | $211,290 | $183,519+15.1% | $155,509+35.9% | $145,922+44.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.44% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $12,225 | $5,313+130.1% | $4,672+161.6% | $4,660+162.4% |
| Participant deferral / active EE | $23,000 | $6,462+255.9% | $5,626+308.8% | $6,688+243.9% |
| Admin fee / account holder | $92,475 | $19,313+378.8% | $15,912+481.2% | $13,397+590.3% |