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 | $232,397 | $146,267+58.9% | $197,124+17.9% | $82,448+181.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 24.40% | 29.61%-5.2pp | 44.34%-19.9pp | 41.64%-17.2pp |
| Employer contribution / active EE | $6,813 | $4,723+44.2% | $6,227+9.4% | $2,551+167.1% |
| Participant deferral / active EE | $14,475 | $7,035+105.8% | $9,135+58.5% | $4,139+249.7% |
| Admin fee / account holder | $329 | $14,422-97.7% | $16,298-98.0% | $7,234-95.5% |