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 | $203,071 | $159,602+27.2% | $150,045+35.3% | $142,382+42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.84% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,195 | $4,961+105.5% | $4,693+117.2% | $4,299+137.1% |
| Participant deferral / active EE | $25,855 | $8,310+211.1% | $7,997+223.3% | $6,507+297.3% |
| Admin fee / account holder | $14,352 | $14,846-3.3% | $13,435+6.8% | $12,624+13.7% |