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 | $243,004 | $214,378+13.4% | $200,582+21.1% | $142,382+70.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.56% | 46.41%-26.8pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,543 | $6,841-62.8% | $6,419-60.4% | $4,299-40.8% |
| Participant deferral / active EE | $21,191 | $9,865+114.8% | $9,331+127.1% | $6,507+225.7% |
| Admin fee / account holder | $2,672 | $17,692-84.9% | $16,305-83.6% | $12,624-78.8% |