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 5-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 | $184,462 | $214,378-14.0% | $200,582-8.0% | $142,382+29.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 58.27% | 46.41%+11.9pp | 42.33%+15.9pp | 217.08%-158.8pp |
| Employer contribution / active EE | $17,564 | $6,841+156.7% | $6,419+173.6% | $4,299+308.5% |
| Participant deferral / active EE | $24,418 | $9,865+147.5% | $9,331+161.7% | $6,507+275.2% |
| Admin fee / account holder | $12,526 | $17,692-29.2% | $16,305-23.2% | $12,624-0.8% |