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 5-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 | $158,135 | $159,602-0.9% | $150,045+5.4% | $142,382+11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.81% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,955 | $4,961-0.1% | $4,693+5.6% | $4,299+15.2% |
| Participant deferral / active EE | $11,256 | $8,310+35.4% | $7,997+40.7% | $6,507+73.0% |
| Admin fee / account holder | $1,115 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |