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 | $227,442 | $159,602+42.5% | $150,045+51.6% | $142,382+59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.51% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,118 | $4,961-17.0% | $4,693-12.3% | $4,299-4.2% |
| Participant deferral / active EE | $24,235 | $8,310+191.6% | $7,997+203.0% | $6,507+272.4% |
| Admin fee / account holder | $84,060 | $14,846+466.2% | $13,435+525.7% | $12,624+565.9% |