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 | $216,147 | $176,056+22.8% | $159,436+35.6% | $167,490+29.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.51% | 331.75%-315.2pp | 263.57%-247.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $7,200 | $5,297+35.9% | $4,829+49.1% | $4,837+48.8% |
| Participant deferral / active EE | $25,700 | $7,750+231.6% | $7,352+249.6% | $6,341+305.3% |
| Admin fee / account holder | $894 | $12,554-92.9% | $10,799-91.7% | $12,309-92.7% |