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 | $185,632 | $179,726+3.3% | $156,263+18.8% | $142,382+30.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.09% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $12,920 | $5,069+154.9% | $4,333+198.2% | $4,299+200.5% |
| Participant deferral / active EE | $7,712 | $6,956+10.9% | $6,158+25.2% | $6,507+18.5% |
| Admin fee / account holder | $1,206 | $17,272-93.0% | $14,255-91.5% | $12,624-90.5% |