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 | $163,205 | $159,934+2.0% | $147,005+11.0% | $145,959+11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.83% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,250 | $5,287-57.4% | $4,934-54.4% | $4,661-51.7% |
| Participant deferral / active EE | $12,000 | $8,427+42.4% | $8,070+48.7% | $6,689+79.4% |
| Admin fee / account holder | $1,070 | $15,053-92.9% | $13,006-91.8% | $13,398-92.0% |