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 | $213,110 | $108,912+95.7% | $100,383+112.3% | $145,959+46.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.01% | 57.96%-35.0pp | 49.26%-26.2pp | 561.95%-538.9pp |
| Employer contribution / active EE | $8,817 | $4,423+99.4% | $3,944+123.6% | $4,661+89.2% |
| Participant deferral / active EE | $4,696 | $8,451-44.4% | $8,086-41.9% | $6,689-29.8% |
| Admin fee / account holder | $5,248 | $9,690-45.8% | $7,900-33.6% | $13,398-60.8% |