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 | $177,572+5.2% | $154,803+20.7% | $142,382+31.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,120 | $4,810-14.3% | $4,305-4.3% | $4,299-4.2% |
| Participant deferral / active EE | $13,429 | $6,272+114.1% | $5,540+142.4% | $6,507+106.4% |
| Admin fee / account holder | $606 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |