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 3-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 | $197,128 | $175,202+12.5% | $149,673+31.7% | $139,434+41.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.49% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,715 | $5,474+4.4% | $4,818+18.6% | $4,751+20.3% |
| Participant deferral / active EE | $10,990 | $6,519+68.6% | $5,680+93.5% | $6,710+63.8% |
| Admin fee / account holder | $1,666 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |