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 | $165,766 | $176,056-5.8% | $159,436+4.0% | $167,490-1.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $16,077 | $5,297+203.5% | $4,829+232.9% | $4,837+232.3% |
| Participant deferral / active EE | $9,902 | $7,750+27.8% | $7,352+34.7% | $6,341+56.1% |
| Admin fee / account holder | $1,650 | $12,554-86.9% | $10,799-84.7% | $12,309-86.6% |