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 9-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 | $231,518 | $159,602+45.1% | $150,045+54.3% | $142,382+62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $15,260 | $4,961+207.6% | $4,693+225.2% | $4,299+255.0% |
| Participant deferral / active EE | $34,500 | $8,310+315.2% | $7,997+331.4% | $6,507+430.2% |
| Admin fee / account holder | $1,409 | $14,846-90.5% | $13,435-89.5% | $12,624-88.8% |