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 | $163,087 | $159,602+2.2% | $150,045+8.7% | $142,382+14.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.42% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,100 | $4,961-57.7% | $4,693-55.3% | $4,299-51.2% |
| Participant deferral / active EE | $19,500 | $8,310+134.7% | $7,997+143.8% | $6,507+199.7% |
| Admin fee / account holder | $3,743 | $14,846-74.8% | $13,435-72.1% | $12,624-70.3% |