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 4-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 | $208,303 | $185,822+12.1% | $169,993+22.5% | $139,434+49.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.45% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,918 | $7,590-22.0% | $6,785-12.8% | $4,751+24.6% |
| Participant deferral / active EE | $16,827 | $11,622+44.8% | $10,408+61.7% | $6,710+150.8% |
| Admin fee / account holder | $1,250 | $15,381-91.9% | $12,815-90.2% | $11,403-89.0% |