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 | $219,804 | $201,272+9.2% | $184,203+19.3% | $145,922+50.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.74% | 29.00%+0.7pp | 28.81%+0.9pp | 561.29%-531.5pp |
| Employer contribution / active EE | $38,928 | $7,022+454.4% | $6,427+505.7% | $4,660+735.4% |
| Participant deferral / active EE | $20,572 | $9,806+109.8% | $9,131+125.3% | $6,688+207.6% |
| Admin fee / account holder | $312 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |