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 6-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 | $181,505 | $175,202+3.6% | $149,673+21.3% | $139,434+30.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,816 | $5,474-48.6% | $4,818-41.6% | $4,751-40.7% |
| Participant deferral / active EE | $12,336 | $6,519+89.2% | $5,680+117.2% | $6,710+83.8% |
| Admin fee / account holder | $3,140 | $16,150-80.6% | $13,210-76.2% | $11,403-72.5% |