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 | $151,730 | $159,602-4.9% | $150,045+1.1% | $142,382+6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.26% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $13,218 | $4,961+166.5% | $4,693+181.6% | $4,299+207.5% |
| Participant deferral / active EE | $12,582 | $8,310+51.4% | $7,997+57.3% | $6,507+93.3% |
| Admin fee / account holder | $310 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |