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 | $212,426 | $183,519+15.8% | $155,509+36.6% | $145,922+45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $21,243 | $5,313+299.9% | $4,672+354.7% | $4,660+355.9% |
| Participant deferral / active EE | $27,448 | $6,462+324.7% | $5,626+387.9% | $6,688+310.4% |
| Admin fee / account holder | $1,929 | $19,313-90.0% | $15,912-87.9% | $13,397-85.6% |