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 | $212,117 | $179,726+18.0% | $156,263+35.7% | $142,382+49.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.34% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,168 | $5,069-17.8% | $4,333-3.8% | $4,299-3.1% |
| Participant deferral / active EE | $31,536 | $6,956+353.4% | $6,158+412.1% | $6,507+384.6% |
| Admin fee / account holder | $391 | $17,272-97.7% | $14,255-97.3% | $12,624-96.9% |