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 | $234,300 | $198,466+18.1% | $170,442+37.5% | $147,584+58.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.71% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,290 | $6,184-46.8% | $5,433-39.4% | $4,876-32.5% |
| Participant deferral / active EE | $7,069 | $5,629+25.6% | $4,939+43.1% | $5,439+30.0% |
| Admin fee / account holder | $18,337 | $16,852+8.8% | $13,880+32.1% | $10,885+68.5% |