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 8-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 | $180,041 | $202,432-11.1% | $169,368+6.3% | $139,434+29.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.20% | 531.74%-509.5pp | 405.60%-383.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $12,072 | $4,692+157.3% | $4,013+200.8% | $4,751+154.1% |
| Participant deferral / active EE | $25,040 | $6,938+260.9% | $6,221+302.5% | $6,710+273.2% |
| Admin fee / account holder | $2,571 | $10,708-76.0% | $9,003-71.4% | $11,403-77.5% |