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 4-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 | $164,173 | $159,602+2.9% | $150,045+9.4% | $142,382+15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.18% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $26,260 | $4,961+429.4% | $4,693+459.5% | $4,299+510.8% |
| Participant deferral / active EE | $15,500 | $8,310+86.5% | $7,997+93.8% | $6,507+138.2% |
| Admin fee / account holder | $1,297 | $14,846-91.3% | $13,435-90.3% | $12,624-89.7% |