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 | $217,048 | $183,592+18.2% | $155,567+39.5% | $145,959+48.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 61.24%-41.2pp | 64.74%-44.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $5,674 | $5,315+6.8% | $4,674+21.4% | $4,661+21.7% |
| Participant deferral / active EE | $12,256 | $6,464+89.6% | $5,628+117.8% | $6,689+83.2% |
| Admin fee / account holder | $2,062 | $19,318-89.3% | $15,916-87.0% | $13,398-84.6% |