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 | $249,092 | $185,822+34.0% | $169,993+46.5% | $139,434+78.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.98% | 60.50%-39.5pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $10,292 | $7,590+35.6% | $6,785+51.7% | $4,751+116.6% |
| Participant deferral / active EE | $11,602 | $11,622-0.2% | $10,408+11.5% | $6,710+72.9% |
| Admin fee / account holder | $7,584 | $15,381-50.7% | $12,815-40.8% | $11,403-33.5% |