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 9-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 | $182,280 | $179,726+1.4% | $156,263+16.6% | $142,382+28.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.55% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,061 | $5,069-39.6% | $4,333-29.4% | $4,299-28.8% |
| Participant deferral / active EE | $13,846 | $6,956+99.1% | $6,158+124.8% | $6,507+112.8% |
| Admin fee / account holder | $2,509 | $17,272-85.5% | $14,255-82.4% | $12,624-80.1% |