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 | $218,887 | $214,378+2.1% | $200,582+9.1% | $142,382+53.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.72% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $16,203 | $6,841+136.8% | $6,419+152.4% | $4,299+276.9% |
| Participant deferral / active EE | $15,323 | $9,865+55.3% | $9,331+64.2% | $6,507+135.5% |
| Admin fee / account holder | $26,588 | $17,692+50.3% | $16,305+63.1% | $12,624+110.6% |