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 | $227,944 | $238,490-4.4% | $180,183+26.5% | $142,382+60.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.72% | 33.56%-15.8pp | 27.86%-10.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $9,150 | $6,143+49.0% | $5,039+81.6% | $4,299+112.8% |
| Participant deferral / active EE | $19,300 | $7,996+141.4% | $6,822+182.9% | $6,507+196.6% |
| Admin fee / account holder | $3,904 | $28,866-86.5% | $19,975-80.5% | $12,624-69.1% |