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 6-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 | $205,158 | $201,272+1.9% | $184,203+11.4% | $145,922+40.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.46% | 29.00%-16.5pp | 28.81%-16.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $16,439 | $7,022+134.1% | $6,427+155.8% | $4,660+252.8% |
| Participant deferral / active EE | $11,880 | $9,806+21.1% | $9,131+30.1% | $6,688+77.6% |
| Admin fee / account holder | $1,807 | $16,364-89.0% | $13,901-87.0% | $13,397-86.5% |