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 | $227,480 | $176,056+29.2% | $159,436+42.7% | $167,490+35.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.70% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $17,221 | $5,297+225.1% | $4,829+256.6% | $4,837+256.0% |
| Participant deferral / active EE | $10,703 | $7,750+38.1% | $7,352+45.6% | $6,341+68.8% |
| Admin fee / account holder | $2,005 | $12,554-84.0% | $10,799-81.4% | $12,309-83.7% |