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 7-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 | $146,030 | $159,602-8.5% | $150,045-2.7% | $142,382+2.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.07% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $26,563 | $4,961+435.5% | $4,693+466.0% | $4,299+517.9% |
| Participant deferral / active EE | $11,558 | $8,310+39.1% | $7,997+44.5% | $6,507+77.6% |
| Admin fee / account holder | $1,486 | $14,846-90.0% | $13,435-88.9% | $12,624-88.2% |