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 8-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 | $220,777 | $148,534+48.6% | $135,903+62.5% | $139,434+58.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.76% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,855 | $5,243-7.4% | $4,8560% | $4,751+2.2% |
| Participant deferral / active EE | $6,604 | $8,100-18.5% | $7,758-14.9% | $6,710-1.6% |
| Admin fee / account holder | $516 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |