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 | $158,518 | $177,572-10.7% | $154,803+2.4% | $142,382+11.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $26,699 | $4,810+455.0% | $4,305+520.1% | $4,299+521.0% |
| Participant deferral / active EE | $14,722 | $6,272+134.7% | $5,540+165.7% | $6,507+126.2% |
| Admin fee / account holder | $1,156 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |