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 5-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 | $167,355 | $159,901+4.7% | $146,958+13.9% | $145,922+14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,608 | $5,286-31.7% | $4,933-26.9% | $4,660-22.6% |
| Participant deferral / active EE | $16,704 | $8,428+98.2% | $8,070+107.0% | $6,688+149.8% |
| Admin fee / account holder | $1,003 | $15,044-93.3% | $12,998-92.3% | $13,397-92.5% |