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 4-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 | $207,839 | $214,378-3.1% | $200,582+3.6% | $142,382+46.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.77% | 46.41%-22.6pp | 42.33%-18.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $29,056 | $6,841+324.7% | $6,419+352.7% | $4,299+575.9% |
| Participant deferral / active EE | $22,025 | $9,865+123.3% | $9,331+136.0% | $6,507+238.5% |
| Admin fee / account holder | $1,550 | $17,692-91.2% | $16,305-90.5% | $12,624-87.7% |