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 | $176,126 | $172,111+2.3% | $150,298+17.2% | $137,256+28.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.17% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $23,485 | $4,636+406.6% | $4,154+465.3% | $4,156+465.1% |
| Participant deferral / active EE | $18,013 | $6,166+192.1% | $5,453+230.3% | $6,407+181.1% |
| Admin fee / account holder | $11,653 | $16,471-29.3% | $14,116-17.4% | $12,270-5.0% |