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 | $188,899 | $148,534+27.2% | $135,903+39.0% | $139,434+35.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.67% | 79.19%-66.5pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $5,960 | $5,243+13.7% | $4,856+22.7% | $4,751+25.4% |
| Participant deferral / active EE | $11,082 | $8,100+36.8% | $7,758+42.8% | $6,710+65.2% |
| Admin fee / account holder | $1,352 | $12,400-89.1% | $10,762-87.4% | $11,403-88.1% |