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 | $218,010 | $177,572+22.8% | $154,803+40.8% | $142,382+53.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.34% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,929 | $4,810+148.0% | $4,305+177.1% | $4,299+177.5% |
| Participant deferral / active EE | $7,370 | $6,272+17.5% | $5,540+33.0% | $6,507+13.3% |
| Admin fee / account holder | $532 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |