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 4-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 | $165,012 | $159,602+3.4% | $150,045+10.0% | $142,382+15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.30% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $10,845 | $4,961+118.6% | $4,693+131.1% | $4,299+152.3% |
| Participant deferral / active EE | $24,337 | $8,310+192.9% | $7,997+204.3% | $6,507+274.0% |
| Admin fee / account holder | $325 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |