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 8-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 | $198,082 | $185,822+6.6% | $169,993+16.5% | $139,434+42.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.68% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $8,063 | $7,590+6.2% | $6,785+18.8% | $4,751+69.7% |
| Participant deferral / active EE | $10,566 | $11,622-9.1% | $10,408+1.5% | $6,710+57.5% |
| Admin fee / account holder | $1,719 | $15,381-88.8% | $12,815-86.6% | $11,403-84.9% |