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 | $167,836 | $176,056-4.7% | $159,436+5.3% | $167,490+0.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.68% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $19,497 | $5,297+268.1% | $4,829+303.7% | $4,837+303.0% |
| Participant deferral / active EE | $11,881 | $7,750+53.3% | $7,352+61.6% | $6,341+87.4% |
| Admin fee / account holder | $926 | $12,554-92.6% | $10,799-91.4% | $12,309-92.5% |