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 3-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 | $215,231 | $179,726+19.8% | $156,263+37.7% | $142,382+51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.65% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,490 | $5,069-11.4% | $4,333+3.6% | $4,299+4.4% |
| Participant deferral / active EE | $15,303 | $6,956+120.0% | $6,158+148.5% | $6,507+135.2% |
| Admin fee / account holder | $54,039 | $17,272+212.9% | $14,255+279.1% | $12,624+328.1% |