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 7-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 | $165,057 | $177,572-7.0% | $154,803+6.6% | $142,382+15.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $14,923 | $4,810+210.2% | $4,305+246.6% | $4,299+247.1% |
| Participant deferral / active EE | $16,400 | $6,272+161.5% | $5,540+196.0% | $6,507+152.0% |
| Admin fee / account holder | $5,758 | $16,786-65.7% | $14,329-59.8% | $12,624-54.4% |