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 | $194,410 | $175,202+11.0% | $149,673+29.9% | $139,434+39.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,347 | $5,474-20.6% | $4,818-9.8% | $4,751-8.5% |
| Participant deferral / active EE | $3,037 | $6,519-53.4% | $5,680-46.5% | $6,710-54.7% |
| Admin fee / account holder | $3,135 | $16,150-80.6% | $13,210-76.3% | $11,403-72.5% |