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 | $179,635 | $166,020+8.2% | $164,866+9.0% | $145,959+23.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.06% | 100.08%-84.0pp | 69.97%-53.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $8,401 | $5,275+59.3% | $4,343+93.5% | $4,661+80.3% |
| Participant deferral / active EE | $10,016 | $6,961+43.9% | $6,033+66.0% | $6,689+49.7% |
| Admin fee / account holder | $378 | $16,644-97.7% | $12,689-97.0% | $13,398-97.2% |