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 | $162,139 | $159,602+1.6% | $150,045+8.1% | $142,382+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.89% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,296 | $4,961+87.4% | $4,693+98.1% | $4,299+116.2% |
| Participant deferral / active EE | $18,363 | $8,310+121.0% | $7,997+129.6% | $6,507+182.2% |
| Admin fee / account holder | $1,679 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |