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 | $191,640 | $214,378-10.6% | $200,582-4.5% | $142,382+34.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.92% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $19,212 | $6,841+180.8% | $6,419+199.3% | $4,299+346.9% |
| Participant deferral / active EE | $18,313 | $9,865+85.6% | $9,331+96.3% | $6,507+181.4% |
| Admin fee / account holder | $21,953 | $17,692+24.1% | $16,305+34.6% | $12,624+73.9% |