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 | $204,418 | $159,602+28.1% | $150,045+36.2% | $142,382+43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.51% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,805 | $4,961-43.5% | $4,693-40.2% | $4,299-34.8% |
| Participant deferral / active EE | $8,752 | $8,310+5.3% | $7,997+9.4% | $6,507+34.5% |
| Admin fee / account holder | $44,384 | $14,846+199.0% | $13,435+230.4% | $12,624+251.6% |