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 | $227,281 | $185,822+22.3% | $169,993+33.7% | $139,434+63.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 22.07% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $34,847 | $7,590+359.1% | $6,785+413.6% | $4,751+633.5% |
| Participant deferral / active EE | $24,937 | $11,622+114.6% | $10,408+139.6% | $6,710+271.6% |
| Admin fee / account holder | $793 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |