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 | $162,713 | $124,319+30.9% | $111,297+46.2% | $167,490-2.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.57% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $9,869 | $3,435+187.3% | $2,731+261.4% | $4,837+104.0% |
| Participant deferral / active EE | $6,489 | $5,180+25.2% | $4,487+44.6% | $6,341+2.3% |
| Admin fee / account holder | $6,688 | $10,618-37.0% | $7,964-16.0% | $12,309-45.7% |