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 10-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 | $229,316 | $163,101+40.6% | $136,749+67.7% | $142,382+61.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.44% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,419 | $4,117+80.2% | $3,400+118.2% | $4,299+72.6% |
| Participant deferral / active EE | $18,692 | $5,585+234.7% | $4,692+298.4% | $6,507+187.2% |
| Admin fee / account holder | $38,389 | $14,318+168.1% | $11,386+237.1% | $12,624+204.1% |