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 | $249,422 | $209,336+19.1% | $197,124+26.5% | $137,256+81.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.78% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $20,469 | $6,591+210.6% | $6,227+228.7% | $4,156+392.5% |
| Participant deferral / active EE | $34,092 | $9,614+254.6% | $9,135+273.2% | $6,407+432.1% |
| Admin fee / account holder | $508 | $17,308-97.1% | $16,298-96.9% | $12,270-95.9% |