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 | $185,538 | $159,602+16.3% | $150,045+23.7% | $142,382+30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.36% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $41,192 | $4,961+730.4% | $4,693+777.7% | $4,299+858.2% |
| Participant deferral / active EE | $33,771 | $8,310+306.4% | $7,997+322.3% | $6,507+419.0% |
| Admin fee / account holder | $1,272 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |