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 9-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 | $196,605 | $114,381+71.9% | $107,525+82.8% | $142,382+38.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $14,620 | $4,015+264.2% | $3,754+289.5% | $4,299+240.1% |
| Participant deferral / active EE | $8,341 | $5,564+49.9% | $5,116+63.0% | $6,507+28.2% |
| Admin fee / account holder | $9,092 | $9,860-7.8% | $8,919+1.9% | $12,624-28.0% |