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 | $229,975 | $197,591+16.4% | $177,821+29.3% | $158,922+44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.82% | 58.76%-29.9pp | 48.32%-19.5pp | 302.83%-274.0pp |
| Employer contribution / active EE | $3,394 | $6,697-49.3% | $5,918-42.6% | $4,761-28.7% |
| Participant deferral / active EE | $11,590 | $8,405+37.9% | $7,714+50.2% | $5,982+93.7% |
| Admin fee / account holder | $25,166 | $15,399+63.4% | $12,427+102.5% | $11,246+123.8% |