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 | $174,223 | $172,111+1.2% | $150,298+15.9% | $137,256+26.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.04% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,434 | $4,636-25.9% | $4,154-17.3% | $4,156-17.4% |
| Participant deferral / active EE | $22,650 | $6,166+267.4% | $5,453+315.4% | $6,407+253.5% |
| Admin fee / account holder | $1,321 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |