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 | $225,282 | $214,378+5.1% | $200,582+12.3% | $142,382+58.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.92% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,485 | $6,841-19.8% | $6,419-14.5% | $4,299+27.6% |
| Participant deferral / active EE | $12,213 | $9,865+23.8% | $9,331+30.9% | $6,507+87.7% |
| Admin fee / account holder | $388 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |