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 | $148,567 | $154,228-3.7% | $145,433+2.2% | $137,256+8.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.14% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $52,165 | $4,804+985.9% | $4,554+1045.4% | $4,156+1155.2% |
| Participant deferral / active EE | $24,000 | $8,216+192.1% | $7,897+203.9% | $6,407+274.6% |
| Admin fee / account holder | $20,725 | $14,344+44.5% | $13,129+57.9% | $12,270+68.9% |