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 8-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 | $214,161 | $183,519+16.7% | $155,509+37.7% | $145,922+46.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,356 | $5,313-18.0% | $4,672-6.8% | $4,660-6.5% |
| Participant deferral / active EE | $4,104 | $6,462-36.5% | $5,626-27.1% | $6,688-38.6% |
| Admin fee / account holder | $2,936 | $19,313-84.8% | $15,912-81.5% | $13,397-78.1% |