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 | $171,385 | $176,056-2.7% | $159,436+7.5% | $167,490+2.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.44% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $9,216 | $5,297+74.0% | $4,829+90.8% | $4,837+90.5% |
| Participant deferral / active EE | $19,011 | $7,750+145.3% | $7,352+158.6% | $6,341+199.8% |
| Admin fee / account holder | $2,821 | $12,554-77.5% | $10,799-73.9% | $12,309-77.1% |