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 | $183,976 | $183,519+0.2% | $155,509+18.3% | $145,922+26.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,127 | $5,313-3.5% | $4,672+9.7% | $4,660+10.0% |
| Participant deferral / active EE | $9,358 | $6,462+44.8% | $5,626+66.3% | $6,688+39.9% |
| Admin fee / account holder | $1,363 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |