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 8-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 | $212,546 | $214,378-0.9% | $200,582+6.0% | $142,382+49.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.91% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $12,717 | $6,841+85.9% | $6,419+98.1% | $4,299+195.8% |
| Participant deferral / active EE | $9,362 | $9,865-5.1% | $9,331+0.3% | $6,507+43.9% |
| Admin fee / account holder | $9,490 | $17,692-46.4% | $16,305-41.8% | $12,624-24.8% |