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 | $167,138 | $159,602+4.7% | $150,045+11.4% | $142,382+17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.61% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $20,750 | $4,961+318.3% | $4,693+342.1% | $4,299+382.7% |
| Participant deferral / active EE | $18,041 | $8,310+117.1% | $7,997+125.6% | $6,507+177.2% |
| Admin fee / account holder | $1,661 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |