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 | $229,395 | $210,648+8.9% | $177,989+28.9% | $145,922+57.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.01% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $21,734 | $4,565+376.1% | $3,949+450.4% | $4,660+366.4% |
| Participant deferral / active EE | $19,915 | $6,958+186.2% | $6,276+217.3% | $6,688+197.8% |
| Admin fee / account holder | $2,083 | $12,013-82.7% | $10,363-79.9% | $13,397-84.5% |