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 | $154,228-1.8% | $145,433+4.1% | $137,256+10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 60.87% | 74.59%-13.7pp | 66.58%-5.7pp | 220.34%-159.5pp |
| Employer contribution / active EE | $16,967 | $4,804+253.2% | $4,554+272.5% | $4,156+308.2% |
| Participant deferral / active EE | $15,788 | $8,216+92.1% | $7,897+99.9% | $6,407+146.4% |
| Admin fee / account holder | $551 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |