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 7-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 | $186,113 | $159,602+16.6% | $150,045+24.0% | $142,382+30.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.95% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $8,332 | $4,961+68.0% | $4,693+77.5% | $4,299+93.8% |
| Participant deferral / active EE | $23,285 | $8,310+180.2% | $7,997+191.2% | $6,507+257.8% |
| Admin fee / account holder | $8,176 | $14,846-44.9% | $13,435-39.1% | $12,624-35.2% |