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 | $165,218 | $148,534+11.2% | $135,903+21.6% | $139,434+18.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.57% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,778 | $5,243-47.0% | $4,856-42.8% | $4,751-41.5% |
| Participant deferral / active EE | $27,252 | $8,100+236.4% | $7,758+251.3% | $6,710+306.1% |
| Admin fee / account holder | $2,060 | $12,400-83.4% | $10,762-80.9% | $11,403-81.9% |