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 | $150,037 | $209,411-28.4% | $178,490-15.9% | $158,922-5.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.54% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $17,800 | $5,706+211.9% | $5,011+255.3% | $4,761+273.9% |
| Participant deferral / active EE | $13,120 | $5,954+120.3% | $5,202+152.2% | $5,982+119.3% |
| Admin fee / account holder | $1,010 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |