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 10-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 | $249,235 | $209,336+19.1% | $197,124+26.4% | $137,256+81.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.53% | 48.09%-33.6pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $13,648 | $6,591+107.1% | $6,227+119.2% | $4,156+228.4% |
| Participant deferral / active EE | $13,507 | $9,614+40.5% | $9,135+47.9% | $6,407+110.8% |
| Admin fee / account holder | $104,446 | $17,308+503.5% | $16,298+540.8% | $12,270+751.2% |