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 | $179,109 | $177,572+0.9% | $154,803+15.7% | $142,382+25.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.24% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,378 | $4,810-50.6% | $4,305-44.8% | $4,299-44.7% |
| Participant deferral / active EE | $25,695 | $6,272+309.7% | $5,540+363.8% | $6,507+294.9% |
| Admin fee / account holder | $19,626 | $16,786+16.9% | $14,329+37.0% | $12,624+55.5% |