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 | $202,632 | $177,572+14.1% | $154,803+30.9% | $142,382+42.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.18% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $15,486 | $4,810+221.9% | $4,305+259.7% | $4,299+260.2% |
| Participant deferral / active EE | $20,425 | $6,272+225.7% | $5,540+268.6% | $6,507+213.9% |
| Admin fee / account holder | $1,220 | $16,786-92.7% | $14,329-91.5% | $12,624-90.3% |