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 6-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 | $242,034 | $177,572+36.3% | $154,803+56.3% | $142,382+70.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.14% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,443 | $4,810+13.1% | $4,305+26.4% | $4,299+26.6% |
| Participant deferral / active EE | $24,997 | $6,272+298.6% | $5,540+351.2% | $6,507+284.1% |
| Admin fee / account holder | $2,491 | $16,786-85.2% | $14,329-82.6% | $12,624-80.3% |