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 8-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 | $145,626 | $159,602-8.8% | $150,045-2.9% | $142,382+2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.60% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $26,162 | $4,961+427.4% | $4,693+457.5% | $4,299+508.5% |
| Participant deferral / active EE | $19,087 | $8,310+129.7% | $7,997+138.7% | $6,507+193.3% |
| Admin fee / account holder | $24,322 | $14,846+63.8% | $13,435+81.0% | $12,624+92.7% |