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 | $187,278 | $238,490-21.5% | $180,183+3.9% | $142,382+31.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.53% | 33.56%-18.0pp | 27.86%-12.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $41,273 | $6,143+571.9% | $5,039+719.1% | $4,299+860.0% |
| Participant deferral / active EE | $91,584 | $7,996+1045.3% | $6,822+1242.4% | $6,507+1307.4% |
| Admin fee / account holder | $152,841 | $28,866+429.5% | $19,975+665.1% | $12,624+1110.7% |