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 7-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 | $171,185 | $154,228+11.0% | $145,433+17.7% | $137,256+24.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,121 | $4,804+89.9% | $4,554+100.3% | $4,156+119.5% |
| Participant deferral / active EE | $31,590 | $8,216+284.5% | $7,897+300.0% | $6,407+393.1% |
| Admin fee / account holder | $119,236 | $14,344+731.3% | $13,129+808.2% | $12,270+871.8% |