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 | $141,355 | $138,065+2.4% | $123,544+14.4% | $135,375+4.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.26% | 153.68%-147.4pp | 119.20%-112.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $21,987 | $5,151+326.8% | $4,628+375.1% | $4,779+360.1% |
| Participant deferral / active EE | $18,760 | $6,799+175.9% | $6,426+192.0% | $5,609+234.5% |
| Admin fee / account holder | $2,467 | $10,916-77.4% | $9,284-73.4% | $10,827-77.2% |