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 4-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 | $234,529 | $209,336+12.0% | $197,124+19.0% | $137,256+70.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 60.96% | 48.09%+12.9pp | 44.34%+16.6pp | 220.34%-159.4pp |
| Employer contribution / active EE | $11,512 | $6,591+74.7% | $6,227+84.9% | $4,156+177.0% |
| Participant deferral / active EE | $11,942 | $9,614+24.2% | $9,135+30.7% | $6,407+86.4% |
| Admin fee / account holder | $12,323 | $17,308-28.8% | $16,298-24.4% | $12,270+0.4% |