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 9-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 | $163,714 | $177,572-7.8% | $154,803+5.8% | $142,382+15.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.79% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,152 | $4,810+69.5% | $4,305+89.3% | $4,299+89.6% |
| Participant deferral / active EE | $11,969 | $6,272+90.8% | $5,540+116.0% | $6,507+83.9% |
| Admin fee / account holder | $105,851 | $16,786+530.6% | $14,329+638.7% | $12,624+738.5% |