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 | $120,157 | $214,378-44.0% | $200,582-40.1% | $142,382-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 85.88% | 46.41%+39.5pp | 42.33%+43.5pp | 217.08%-131.2pp |
| Employer contribution / active EE | $9,791 | $6,841+43.1% | $6,419+52.5% | $4,299+127.7% |
| Participant deferral / active EE | $23,409 | $9,865+137.3% | $9,331+150.9% | $6,507+259.7% |
| Admin fee / account holder | $20,631 | $17,692+16.6% | $16,305+26.5% | $12,624+63.4% |