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 9-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 | $237,467 | $209,411+13.4% | $178,490+33.0% | $158,922+49.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.15% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $8,084 | $5,706+41.7% | $5,011+61.3% | $4,761+69.8% |
| Participant deferral / active EE | $9,111 | $5,954+53.0% | $5,202+75.2% | $5,982+52.3% |
| Admin fee / account holder | $2,296 | $17,074-86.6% | $13,984-83.6% | $11,246-79.6% |