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 | $199,394 | $177,572+12.3% | $154,803+28.8% | $142,382+40.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.17% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $12,463 | $4,810+159.1% | $4,305+189.5% | $4,299+189.9% |
| Participant deferral / active EE | $14,406 | $6,272+129.7% | $5,540+160.0% | $6,507+121.4% |
| Admin fee / account holder | $2,383 | $16,786-85.8% | $14,329-83.4% | $12,624-81.1% |