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 | $161,977 | $159,901+1.3% | $146,958+10.2% | $145,922+11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.03% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $7,774 | $5,286+47.1% | $4,933+57.6% | $4,660+66.8% |
| Participant deferral / active EE | $16,533 | $8,428+96.2% | $8,070+104.9% | $6,688+147.2% |
| Admin fee / account holder | $1,989 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |