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 6-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 | $177,039 | $159,602+10.9% | $150,045+18.0% | $142,382+24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.42% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $31,507 | $4,961+535.2% | $4,693+571.4% | $4,299+632.9% |
| Participant deferral / active EE | $16,453 | $8,310+98.0% | $7,997+105.7% | $6,507+152.8% |
| Admin fee / account holder | $705 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |