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 | $150,112 | $159,602-5.9% | $150,0450% | $142,382+5.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.14% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $13,463 | $4,961+171.4% | $4,693+186.9% | $4,299+213.2% |
| Participant deferral / active EE | $21,929 | $8,310+163.9% | $7,997+174.2% | $6,507+237.0% |
| Admin fee / account holder | $1,065 | $14,846-92.8% | $13,435-92.1% | $12,624-91.6% |