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 | $172,979 | $177,572-2.6% | $154,803+11.7% | $142,382+21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.60% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $19,717 | $4,810+309.9% | $4,305+358.0% | $4,299+358.6% |
| Participant deferral / active EE | $9,690 | $6,272+54.5% | $5,540+74.9% | $6,507+48.9% |
| Admin fee / account holder | $2,837 | $16,786-83.1% | $14,329-80.2% | $12,624-77.5% |