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 | $159,669 | $177,572-10.1% | $154,803+3.1% | $142,382+12.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.26% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $8,668 | $4,810+80.2% | $4,305+101.3% | $4,299+101.6% |
| Participant deferral / active EE | $9,182 | $6,272+46.4% | $5,540+65.7% | $6,507+41.1% |
| Admin fee / account holder | $1,921 | $16,786-88.6% | $14,329-86.6% | $12,624-84.8% |