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 | $172,481 | $183,519-6.0% | $155,509+10.9% | $145,922+18.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $18,059 | $5,313+239.9% | $4,672+286.5% | $4,660+287.6% |
| Participant deferral / active EE | $8,045 | $6,462+24.5% | $5,626+43.0% | $6,688+20.3% |
| Admin fee / account holder | $19,536 | $19,313+1.2% | $15,912+22.8% | $13,397+45.8% |