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 3-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 | $211,114 | $124,425+69.7% | $112,040+88.4% | $137,256+53.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.34% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $12,684 | $3,411+271.8% | $2,954+329.4% | $4,156+205.2% |
| Participant deferral / active EE | $16,601 | $5,718+190.3% | $5,098+225.7% | $6,407+159.1% |
| Admin fee / account holder | $13,372 | $15,207-12.1% | $12,098+10.5% | $12,270+9.0% |