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 | $157,278 | $159,934-1.7% | $147,005+7.0% | $145,959+7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 98.24%-84.7pp | 418.76%-405.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $10,784 | $5,287+104.0% | $4,934+118.6% | $4,661+131.4% |
| Participant deferral / active EE | $13,094 | $8,427+55.4% | $8,070+62.3% | $6,689+95.8% |
| Admin fee / account holder | $11,156 | $15,053-25.9% | $13,006-14.2% | $13,398-16.7% |