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 | $194,754 | $209,411-7.0% | $178,490+9.1% | $158,922+22.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.17% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $4,000 | $5,706-29.9% | $5,011-20.2% | $4,761-16.0% |
| Participant deferral / active EE | $7,400 | $5,954+24.3% | $5,202+42.3% | $5,982+23.7% |
| Admin fee / account holder | $1,416 | $17,074-91.7% | $13,984-89.9% | $11,246-87.4% |