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 | $247,815 | $178,174+39.1% | $156,181+58.7% | $137,256+80.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.17% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $15,890 | $4,972+219.6% | $4,294+270.1% | $4,156+282.3% |
| Participant deferral / active EE | $15,890 | $6,888+130.7% | $6,132+159.1% | $6,407+148.0% |
| Admin fee / account holder | $2,661 | $17,404-84.7% | $14,586-81.8% | $12,270-78.3% |