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 | $188,316 | $183,963+2.4% | $162,163+16.1% | $152,861+23.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.62% | 150.76%-136.1pp | 115.59%-101.0pp | 345.32%-330.7pp |
| Employer contribution / active EE | $22,667 | $6,371+255.8% | $5,614+303.8% | $4,762+376.0% |
| Participant deferral / active EE | $9,000 | $8,034+12.0% | $7,298+23.3% | $5,850+53.8% |
| Admin fee / account holder | $4,203 | $13,121-68.0% | $10,843-61.2% | $11,596-63.8% |