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 6-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 | $117,789 | $133,922-12.0% | $116,228+1.3% | $142,382-17.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 28.60% | 147.76%-119.2pp | 90.06%-61.5pp | 217.08%-188.5pp |
| Employer contribution / active EE | $9,962 | $3,446+189.1% | $2,994+232.7% | $4,299+131.7% |
| Participant deferral / active EE | $22,594 | $5,672+298.3% | $4,953+356.2% | $6,507+247.2% |
| Admin fee / account holder | $5,492 | $14,945-63.3% | $11,989-54.2% | $12,624-56.5% |