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 | $226,523 | $106,749+112.2% | $145,433+55.8% | $82,448+174.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.54% | 27.59%-4.1pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $18,776 | $3,444+445.1% | $4,554+312.2% | $2,551+636.0% |
| Participant deferral / active EE | $17,164 | $6,519+163.3% | $7,897+117.3% | $4,139+314.7% |
| Admin fee / account holder | $18,905 | $8,390+125.3% | $13,129+44.0% | $7,234+161.3% |