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 4-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 | $214,993 | $179,726+19.6% | $156,263+37.6% | $142,382+51.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.23% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $19,934 | $5,069+293.2% | $4,333+360.0% | $4,299+363.7% |
| Participant deferral / active EE | $21,788 | $6,956+213.2% | $6,158+253.8% | $6,507+234.8% |
| Admin fee / account holder | $733 | $17,272-95.8% | $14,255-94.9% | $12,624-94.2% |