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 | $138,215 | $159,602-13.4% | $150,045-7.9% | $142,382-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.73% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $18,687 | $4,961+276.7% | $4,693+298.2% | $4,299+334.7% |
| Participant deferral / active EE | $19,817 | $8,310+138.5% | $7,997+147.8% | $6,507+204.5% |
| Admin fee / account holder | $525 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |