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 | $176,595 | $177,572-0.5% | $154,803+14.1% | $142,382+24.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.02% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $14,839 | $4,810+208.5% | $4,305+244.7% | $4,299+245.2% |
| Participant deferral / active EE | $14,236 | $6,272+127.0% | $5,540+156.9% | $6,507+118.8% |
| Admin fee / account holder | $1,839 | $16,786-89.0% | $14,329-87.2% | $12,624-85.4% |