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 | $189,115 | $154,228+22.6% | $145,433+30.0% | $137,256+37.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $9,312 | $4,804+93.8% | $4,554+104.5% | $4,156+124.1% |
| Participant deferral / active EE | $16,454 | $8,216+100.3% | $7,897+108.3% | $6,407+156.8% |
| Admin fee / account holder | $2,979 | $14,344-79.2% | $13,129-77.3% | $12,270-75.7% |