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 | $178,944 | $159,602+12.1% | $150,045+19.3% | $142,382+25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.13% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,072 | $4,961+103.0% | $4,693+114.6% | $4,299+134.3% |
| Participant deferral / active EE | $42,107 | $8,310+406.7% | $7,997+426.5% | $6,507+547.1% |
| Admin fee / account holder | $286,259 | $14,846+1828.1% | $13,435+2030.7% | $12,624+2167.6% |