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 | $192,203 | $177,572+8.2% | $154,803+24.2% | $142,382+35.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,192 | $4,810+7.9% | $4,305+20.6% | $4,299+20.8% |
| Participant deferral / active EE | $25,954 | $6,272+313.8% | $5,540+368.4% | $6,507+298.8% |
| Admin fee / account holder | $1,302 | $16,786-92.2% | $14,329-90.9% | $12,624-89.7% |