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 | $161,057 | $179,726-10.4% | $156,263+3.1% | $142,382+13.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.65% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $23,667 | $5,069+366.9% | $4,333+446.2% | $4,299+450.5% |
| Participant deferral / active EE | $14,500 | $6,956+108.5% | $6,158+135.5% | $6,507+122.8% |
| Admin fee / account holder | $1,305 | $17,272-92.4% | $14,255-90.8% | $12,624-89.7% |