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 | $156,191 | $159,901-2.3% | $146,958+6.3% | $145,922+7.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 27.14% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $15,366 | $5,286+190.7% | $4,933+211.5% | $4,660+229.8% |
| Participant deferral / active EE | $8,870 | $8,428+5.2% | $8,070+9.9% | $6,688+32.6% |
| Admin fee / account holder | $6,795 | $15,044-54.8% | $12,998-47.7% | $13,397-49.3% |