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 | $186,368 | $177,572+5.0% | $154,803+20.4% | $142,382+30.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $8,543 | $4,810+77.6% | $4,305+98.4% | $4,299+98.7% |
| Participant deferral / active EE | $17,052 | $6,272+171.9% | $5,540+207.8% | $6,507+162.0% |
| Admin fee / account holder | $7,250 | $16,786-56.8% | $14,329-49.4% | $12,624-42.6% |