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 | $161,733 | $154,228+4.9% | $145,433+11.2% | $137,256+17.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,495 | $4,804-6.4% | $4,554-1.3% | $4,156+8.1% |
| Participant deferral / active EE | $24,242 | $8,216+195.0% | $7,897+207.0% | $6,407+278.4% |
| Admin fee / account holder | $19,816 | $14,344+38.2% | $13,129+50.9% | $12,270+61.5% |