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 | $245,662 | $214,378+14.6% | $200,582+22.5% | $142,382+72.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.85% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,761 | $6,841+42.7% | $6,419+52.1% | $4,299+127.0% |
| Participant deferral / active EE | $14,517 | $9,865+47.2% | $9,331+55.6% | $6,507+123.1% |
| Admin fee / account holder | $1,095 | $17,692-93.8% | $16,305-93.3% | $12,624-91.3% |