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 | $172,920 | $165,984+4.2% | $164,813+4.9% | $145,922+18.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.43% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $16,969 | $5,273+221.8% | $4,341+290.9% | $4,660+264.2% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,031+68.6% | $6,688+52.0% |
| Admin fee / account holder | $1,449 | $16,648-91.3% | $12,690-88.6% | $13,397-89.2% |