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 | $214,476 | $106,515+101.4% | $96,683+121.8% | $139,434+53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.59% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $7,239 | $4,103+76.4% | $3,737+93.7% | $4,751+52.4% |
| Participant deferral / active EE | $16,726 | $5,454+206.7% | $4,878+242.9% | $6,710+149.3% |
| Admin fee / account holder | $1,976 | $7,877-74.9% | $6,730-70.6% | $11,403-82.7% |