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 | $214,791 | $209,411+2.6% | $178,490+20.3% | $158,922+35.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.31% | 188.75%-179.4pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $13,105 | $5,706+129.7% | $5,011+161.6% | $4,761+175.3% |
| Participant deferral / active EE | $8,334 | $5,954+40.0% | $5,202+60.2% | $5,982+39.3% |
| Admin fee / account holder | $3,409 | $17,074-80.0% | $13,984-75.6% | $11,246-69.7% |