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 | $230,683 | $177,572+29.9% | $154,803+49.0% | $142,382+62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.00% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,464 | $4,810+138.3% | $4,305+166.3% | $4,299+166.6% |
| Participant deferral / active EE | $23,388 | $6,272+272.9% | $5,540+322.1% | $6,507+259.4% |
| Admin fee / account holder | $11,119 | $16,786-33.8% | $14,329-22.4% | $12,624-11.9% |