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 8-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 | $153,839 | $165,335-7.0% | $149,696+2.8% | $158,922-3.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.77% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $5,992 | $5,103+17.4% | $4,644+29.0% | $4,761+25.9% |
| Participant deferral / active EE | $8,160 | $7,181+13.6% | $6,842+19.3% | $5,982+36.4% |
| Admin fee / account holder | $16,701 | $10,807+54.5% | $9,309+79.4% | $11,246+48.5% |