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 | $234,187 | $114,381+104.7% | $107,525+117.8% | $142,382+64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.55% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $18,254 | $4,015+354.7% | $3,754+386.3% | $4,299+324.6% |
| Participant deferral / active EE | $14,029 | $5,564+152.1% | $5,116+174.2% | $6,507+115.6% |
| Admin fee / account holder | $16,609 | $9,860+68.4% | $8,919+86.2% | $12,624+31.6% |