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 | $235,547 | $201,272+17.0% | $184,203+27.9% | $145,922+61.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.57% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $30,511 | $7,022+334.5% | $6,427+374.7% | $4,660+554.8% |
| Participant deferral / active EE | $23,505 | $9,806+139.7% | $9,131+157.4% | $6,688+251.5% |
| Admin fee / account holder | $972 | $16,364-94.1% | $13,901-93.0% | $13,397-92.7% |