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 4-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 | $167,471 | $177,572-5.7% | $154,803+8.2% | $142,382+17.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.76% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $25,253 | $4,810+425.0% | $4,305+486.5% | $4,299+487.4% |
| Participant deferral / active EE | $15,500 | $6,272+147.1% | $5,540+179.8% | $6,507+138.2% |
| Admin fee / account holder | $4,810 | $16,786-71.3% | $14,329-66.4% | $12,624-61.9% |