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 | $168,444 | $159,901+5.3% | $146,958+14.6% | $145,922+15.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $19,140 | $5,286+262.1% | $4,933+288.0% | $4,660+310.8% |
| Participant deferral / active EE | $10,700 | $8,428+27.0% | $8,070+32.6% | $6,688+60.0% |
| Admin fee / account holder | $18,794 | $15,044+24.9% | $12,998+44.6% | $13,397+40.3% |