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 | $138,549 | $159,602-13.2% | $150,045-7.7% | $142,382-2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.92% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $13,351 | $4,961+169.1% | $4,693+184.5% | $4,299+210.5% |
| Participant deferral / active EE | $12,402 | $8,310+49.2% | $7,997+55.1% | $6,507+90.6% |
| Admin fee / account holder | $39,577 | $14,846+166.6% | $13,435+194.6% | $12,624+213.5% |