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 5-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 | $171,744 | $154,228+11.4% | $145,433+18.1% | $137,256+25.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,579 | $4,804+78.6% | $4,554+88.4% | $4,156+106.4% |
| Participant deferral / active EE | $15,148 | $8,216+84.4% | $7,897+91.8% | $6,407+136.4% |
| Admin fee / account holder | $33,050 | $14,344+130.4% | $13,129+151.7% | $12,270+169.4% |