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 | $179,991 | $179,726+0.1% | $156,263+15.2% | $142,382+26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.23% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,390 | $5,069-52.9% | $4,333-44.8% | $4,299-44.4% |
| Participant deferral / active EE | $23,500 | $6,956+237.8% | $6,158+281.6% | $6,507+261.1% |
| Admin fee / account holder | $77,353 | $17,272+347.8% | $14,255+442.6% | $12,624+512.8% |