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 | $155,227 | $159,602-2.7% | $150,045+3.5% | $142,382+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.03% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $21,094 | $4,961+325.2% | $4,693+349.5% | $4,299+390.7% |
| Participant deferral / active EE | $27,485 | $8,310+230.7% | $7,997+243.7% | $6,507+322.4% |
| Admin fee / account holder | $35,690 | $14,846+140.4% | $13,435+165.7% | $12,624+182.7% |