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 | $222,641 | $209,336+6.4% | $197,124+12.9% | $137,256+62.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.76% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,411 | $6,591-33.1% | $6,227-29.2% | $4,156+6.1% |
| Participant deferral / active EE | $15,955 | $9,614+66.0% | $9,135+74.7% | $6,407+149.0% |
| Admin fee / account holder | $351 | $17,308-98.0% | $16,298-97.8% | $12,270-97.1% |