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 | $163,445 | $175,202-6.7% | $149,673+9.2% | $139,434+17.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.27% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,508 | $5,474-17.6% | $4,818-6.4% | $4,751-5.1% |
| Participant deferral / active EE | $4,704 | $6,519-27.8% | $5,680-17.2% | $6,710-29.9% |
| Admin fee / account holder | $5,183 | $16,150-67.9% | $13,210-60.8% | $11,403-54.5% |