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 | $247,609 | $165,335+49.8% | $149,696+65.4% | $158,922+55.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.43% | 348.15%-322.7pp | 276.60%-251.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $6,667 | $5,103+30.6% | $4,644+43.5% | $4,761+40.0% |
| Participant deferral / active EE | $13,525 | $7,181+88.3% | $6,842+97.7% | $5,982+126.1% |
| Admin fee / account holder | $33,385 | $10,807+208.9% | $9,309+258.6% | $11,246+196.9% |