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 | $186,807 | $172,111+8.5% | $150,298+24.3% | $137,256+36.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.77% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,120 | $4,636-11.1% | $4,154-0.8% | $4,156-0.9% |
| Participant deferral / active EE | $13,429 | $6,166+117.8% | $5,453+146.3% | $6,407+109.6% |
| Admin fee / account holder | $606 | $16,471-96.3% | $14,116-95.7% | $12,270-95.1% |