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 | $205,601 | $159,602+28.8% | $150,045+37.0% | $142,382+44.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.85% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,580 | $4,961-7.7% | $4,693-2.4% | $4,299+6.5% |
| Participant deferral / active EE | $15,224 | $8,310+83.2% | $7,997+90.4% | $6,507+134.0% |
| Admin fee / account holder | $82,500 | $14,846+455.7% | $13,435+514.1% | $12,624+553.5% |