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 | $185,693 | $154,228+20.4% | $145,433+27.7% | $137,256+35.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.30% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $10,775 | $4,804+124.3% | $4,554+136.6% | $4,156+159.3% |
| Participant deferral / active EE | $14,602 | $8,216+77.7% | $7,897+84.9% | $6,407+127.9% |
| Admin fee / account holder | $1,696 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |