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 7-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 | $169,654 | $159,934+6.1% | $147,005+15.4% | $145,959+16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $5,431 | $5,287+2.7% | $4,934+10.1% | $4,661+16.5% |
| Participant deferral / active EE | $47,750 | $8,427+466.6% | $8,070+491.7% | $6,689+613.9% |
| Admin fee / account holder | $170,812 | $15,053+1034.7% | $13,006+1213.3% | $13,398+1174.9% |