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 | $201,872 | $159,602+26.5% | $150,045+34.5% | $142,382+41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,520 | $4,961+11.3% | $4,693+17.6% | $4,299+28.4% |
| Participant deferral / active EE | $20,667 | $8,310+148.7% | $7,997+158.4% | $6,507+217.6% |
| Admin fee / account holder | $1,665 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |