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 10-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 | $242,541 | $214,378+13.1% | $200,582+20.9% | $142,382+70.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.72% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $17,031 | $6,841+148.9% | $6,419+165.3% | $4,299+296.1% |
| Participant deferral / active EE | $15,899 | $9,865+61.2% | $9,331+70.4% | $6,507+144.3% |
| Admin fee / account holder | $29,993 | $17,692+69.5% | $16,305+84.0% | $12,624+137.6% |