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 5-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 | $203,855 | $167,484+21.7% | $151,611+34.5% | $134,475+51.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 14.15% | 7.80%+6.4pp | 3.33%+10.8pp | 417.96%-403.8pp |
| Employer contribution / active EE | $38,987 | $6,829+470.9% | $6,166+532.3% | $4,740+722.6% |
| Participant deferral / active EE | $11,000 | $8,986+22.4% | $8,363+31.5% | $6,400+71.9% |
| Admin fee / account holder | $13,000 | $13,783-5.7% | $11,616+11.9% | $11,426+13.8% |