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 | $124,319 | $159,602-22.1% | $150,045-17.1% | $142,382-12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.24% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $19,286 | $4,961+288.8% | $4,693+310.9% | $4,299+348.6% |
| Participant deferral / active EE | $15,829 | $8,310+90.5% | $7,997+97.9% | $6,507+143.2% |
| Admin fee / account holder | $1,940 | $14,846-86.9% | $13,435-85.6% | $12,624-84.6% |