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 7-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 | $197,748 | $166,020+19.1% | $164,866+19.9% | $145,959+35.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.90% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $9,514 | $5,275+80.4% | $4,343+119.1% | $4,661+104.1% |
| Participant deferral / active EE | $27,546 | $6,961+295.7% | $6,033+356.6% | $6,689+311.8% |
| Admin fee / account holder | $35,995 | $16,644+116.3% | $12,689+183.7% | $13,398+168.7% |