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 | $146,625 | $148,534-1.3% | $135,903+7.9% | $139,434+5.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.65% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $13,495 | $5,243+157.4% | $4,856+177.9% | $4,751+184.1% |
| Participant deferral / active EE | $15,417 | $8,100+90.3% | $7,758+98.7% | $6,710+129.7% |
| Admin fee / account holder | $7,163 | $12,400-42.2% | $10,762-33.4% | $11,403-37.2% |