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 | $209,068 | $209,336-0.1% | $197,124+6.1% | $137,256+52.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.73% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $14,145 | $6,591+114.6% | $6,227+127.1% | $4,156+240.3% |
| Participant deferral / active EE | $13,003 | $9,614+35.2% | $9,135+42.3% | $6,407+103.0% |
| Admin fee / account holder | $2,971 | $17,308-82.8% | $16,298-81.8% | $12,270-75.8% |