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 | $187,886 | $202,432-7.2% | $169,368+10.9% | $139,434+34.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.87% | 531.74%-515.9pp | 405.60%-389.7pp | 372.94%-357.1pp |
| Employer contribution / active EE | $16,938 | $4,692+261.0% | $4,013+322.1% | $4,751+256.5% |
| Participant deferral / active EE | $20,500 | $6,938+195.5% | $6,221+229.5% | $6,710+205.5% |
| Admin fee / account holder | $1,617 | $10,708-84.9% | $9,003-82.0% | $11,403-85.8% |