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 | $220,248 | $177,572+24.0% | $154,803+42.3% | $142,382+54.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.35% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,680 | $4,810-23.5% | $4,305-14.5% | $4,299-14.4% |
| Participant deferral / active EE | $3,871 | $6,272-38.3% | $5,540-30.1% | $6,507-40.5% |
| Admin fee / account holder | $12,226 | $16,786-27.2% | $14,329-14.7% | $12,624-3.2% |