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 5-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 | $235,828 | $154,228+52.9% | $145,433+62.2% | $137,256+71.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.69% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $17,289 | $4,804+259.9% | $4,554+279.6% | $4,156+316.0% |
| Participant deferral / active EE | $44,708 | $8,216+444.1% | $7,897+466.1% | $6,407+597.8% |
| Admin fee / account holder | $10,756 | $14,344-25.0% | $13,129-18.1% | $12,270-12.3% |