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 | $209,571 | $201,272+4.1% | $184,203+13.8% | $145,922+43.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.48% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $35,924 | $7,022+411.6% | $6,427+458.9% | $4,660+671.0% |
| Participant deferral / active EE | $23,438 | $9,806+139.0% | $9,131+156.7% | $6,688+250.5% |
| Admin fee / account holder | $1,047 | $16,364-93.6% | $13,901-92.5% | $13,397-92.2% |