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 | $151,454 | $159,602-5.1% | $150,045+0.9% | $142,382+6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 60.87% | 70.24%-9.4pp | 62.55%-1.7pp | 217.08%-156.2pp |
| Employer contribution / active EE | $16,967 | $4,961+242.0% | $4,693+261.5% | $4,299+294.7% |
| Participant deferral / active EE | $15,788 | $8,310+90.0% | $7,997+97.4% | $6,507+142.6% |
| Admin fee / account holder | $551 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |