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 | $238,418 | $214,378+11.2% | $200,582+18.9% | $142,382+67.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.77% | 46.41%-30.6pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $11,310 | $6,841+65.3% | $6,419+76.2% | $4,299+163.1% |
| Participant deferral / active EE | $21,925 | $9,865+122.3% | $9,331+135.0% | $6,507+236.9% |
| Admin fee / account holder | $3,376 | $17,692-80.9% | $16,305-79.3% | $12,624-73.3% |