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 7-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 | $197,472 | $175,202+12.7% | $149,673+31.9% | $139,434+41.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.27% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,333 | $5,474-75.6% | $4,818-72.3% | $4,751-71.9% |
| Participant deferral / active EE | $2,333 | $6,519-64.2% | $5,680-58.9% | $6,710-65.2% |
| Admin fee / account holder | $3,780 | $16,150-76.6% | $13,210-71.4% | $11,403-66.9% |