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 | $220,104 | $165,984+32.6% | $164,813+33.5% | $145,922+50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.02% | 100.03%-82.0pp | 69.93%-51.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $5,652 | $5,273+7.2% | $4,341+30.2% | $4,660+21.3% |
| Participant deferral / active EE | $3,069 | $6,959-55.9% | $6,031-49.1% | $6,688-54.1% |
| Admin fee / account holder | $4,677 | $16,648-71.9% | $12,690-63.1% | $13,397-65.1% |