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 9-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 | $160,107 | $159,602+0.3% | $150,045+6.7% | $142,382+12.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.55% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,963 | $4,961+60.5% | $4,693+69.7% | $4,299+85.2% |
| Participant deferral / active EE | $17,248 | $8,310+107.6% | $7,997+115.7% | $6,507+165.1% |
| Admin fee / account holder | $10,672 | $14,846-28.1% | $13,435-20.6% | $12,624-15.5% |