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 8-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 | $187,916 | $197,591-4.9% | $177,821+5.7% | $158,922+18.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.93% | 58.76%-35.8pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $23,246 | $6,697+247.1% | $5,918+292.8% | $4,761+388.2% |
| Participant deferral / active EE | $13,586 | $8,405+61.6% | $7,714+76.1% | $5,982+127.1% |
| Admin fee / account holder | $669 | $15,399-95.7% | $12,427-94.6% | $11,246-94.0% |