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 | $207,536 | $202,318+2.6% | $172,739+20.1% | $152,861+35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.58% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.7pp |
| Employer contribution / active EE | $3,847 | $5,856-34.3% | $5,143-25.2% | $4,762-19.2% |
| Participant deferral / active EE | $6,183 | $5,948+3.9% | $5,198+19.0% | $5,850+5.7% |
| Admin fee / account holder | $873 | $17,109-94.9% | $13,954-93.7% | $11,596-92.5% |