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 | $196,700 | $183,519+7.2% | $155,509+26.5% | $145,922+34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $11,637 | $5,313+119.0% | $4,672+149.1% | $4,660+149.7% |
| Participant deferral / active EE | $9,586 | $6,462+48.3% | $5,626+70.4% | $6,688+43.3% |
| Admin fee / account holder | $1,446 | $19,313-92.5% | $15,912-90.9% | $13,397-89.2% |