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 | $201,003 | $159,602+25.9% | $150,045+34.0% | $142,382+41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.08% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $12,245 | $4,961+146.8% | $4,693+160.9% | $4,299+184.8% |
| Participant deferral / active EE | $15,200 | $8,310+82.9% | $7,997+90.1% | $6,507+133.6% |
| Admin fee / account holder | $1,314 | $14,846-91.1% | $13,435-90.2% | $12,624-89.6% |