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 | $221,886 | $201,272+10.2% | $184,203+20.5% | $145,922+52.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,968 | $7,022+13.5% | $6,427+24.0% | $4,660+71.0% |
| Participant deferral / active EE | $22,210 | $9,806+126.5% | $9,131+143.2% | $6,688+232.1% |
| Admin fee / account holder | $66,669 | $16,364+307.4% | $13,901+379.6% | $13,397+397.6% |