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 6-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 | $185,551 | $201,272-7.8% | $184,203+0.7% | $145,922+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $11,118 | $7,022+58.3% | $6,427+73.0% | $4,660+138.6% |
| Participant deferral / active EE | $9,440 | $9,806-3.7% | $9,131+3.4% | $6,688+41.2% |
| Admin fee / account holder | $909 | $16,364-94.4% | $13,901-93.5% | $13,397-93.2% |