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 8-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 | $179,791 | $159,602+12.6% | $150,045+19.8% | $142,382+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.97% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $16,797 | $4,961+238.6% | $4,693+257.9% | $4,299+290.7% |
| Participant deferral / active EE | $17,932 | $8,310+115.8% | $7,997+124.2% | $6,507+175.6% |
| Admin fee / account holder | $2,411 | $14,846-83.8% | $13,435-82.1% | $12,624-80.9% |