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 | $181,114 | $154,117+17.5% | $129,995+39.3% | $139,434+29.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.91% | 32.48%-11.6pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $14,144 | $5,289+167.4% | $4,320+227.4% | $4,751+197.7% |
| Participant deferral / active EE | $14,096 | $6,710+110.1% | $5,820+142.2% | $6,710+110.1% |
| Admin fee / account holder | $1,088 | $14,007-92.2% | $10,614-89.7% | $11,403-90.5% |