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 | $189,291 | $159,602+18.6% | $150,045+26.2% | $142,382+32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.51% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,773 | $4,961+36.5% | $4,693+44.3% | $4,299+57.5% |
| Participant deferral / active EE | $16,344 | $8,310+96.7% | $7,997+104.4% | $6,507+151.2% |
| Admin fee / account holder | $8,501 | $14,846-42.7% | $13,435-36.7% | $12,624-32.7% |