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 | $161,177 | $157,256+2.5% | $141,162+14.2% | $152,861+5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.18% | 64.32%-34.1pp | 71.39%-41.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $14,555 | $5,261+176.7% | $4,735+207.4% | $4,762+205.6% |
| Participant deferral / active EE | $10,950 | $7,109+54.0% | $6,709+63.2% | $5,850+87.2% |
| Admin fee / account holder | $1,263 | $12,120-89.6% | $10,261-87.7% | $11,596-89.1% |