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 | $247,472 | $183,963+34.5% | $162,163+52.6% | $152,861+61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.32% | 150.76%-124.4pp | 115.59%-89.3pp | 345.32%-319.0pp |
| Employer contribution / active EE | $4,491 | $6,371-29.5% | $5,614-20.0% | $4,762-5.7% |
| Participant deferral / active EE | $14,667 | $8,034+82.6% | $7,298+101.0% | $5,850+150.7% |
| Admin fee / account holder | $1,406 | $13,121-89.3% | $10,843-87.0% | $11,596-87.9% |