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 | $162,703 | $148,534+9.5% | $135,903+19.7% | $139,434+16.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.37% | 79.19%-45.8pp | 68.23%-34.9pp | 372.94%-339.6pp |
| Employer contribution / active EE | $4,880 | $5,243-6.9% | $4,856+0.5% | $4,751+2.7% |
| Participant deferral / active EE | $4,555 | $8,100-43.8% | $7,758-41.3% | $6,710-32.1% |
| Admin fee / account holder | $536 | $12,400-95.7% | $10,762-95.0% | $11,403-95.3% |