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 | $150,200 | $154,228-2.6% | $145,433+3.3% | $137,256+9.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.19% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $9,054 | $4,804+88.5% | $4,554+98.8% | $4,156+117.9% |
| Participant deferral / active EE | $17,102 | $8,216+108.1% | $7,897+116.6% | $6,407+166.9% |
| Admin fee / account holder | $596 | $14,344-95.8% | $13,129-95.5% | $12,270-95.1% |