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 | $134,579 | $106,584+26.3% | $101,326+32.8% | $142,382-5.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 49.40% | 36.93%+12.5pp | 36.82%+12.6pp | 217.08%-167.7pp |
| Employer contribution / active EE | $6,865 | $3,956+73.6% | $3,665+87.3% | $4,299+59.7% |
| Participant deferral / active EE | $14,517 | $8,297+75.0% | $7,994+81.6% | $6,507+123.1% |
| Admin fee / account holder | $6,134 | $11,446-46.4% | $11,185-45.2% | $12,624-51.4% |