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 6-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 | $185,348 | $159,901+15.9% | $146,958+26.1% | $145,922+27.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.26% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $3,330 | $5,286-37.0% | $4,933-32.5% | $4,660-28.5% |
| Participant deferral / active EE | $7,819 | $8,428-7.2% | $8,070-3.1% | $6,688+16.9% |
| Admin fee / account holder | $6,849 | $15,044-54.5% | $12,998-47.3% | $13,397-48.9% |