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 | $141,378 | $133,922+5.6% | $116,228+21.6% | $142,382-0.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.05% | 147.76%-127.7pp | 90.06%-70.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $18,174 | $3,446+427.5% | $2,994+506.9% | $4,299+322.7% |
| Participant deferral / active EE | $26,615 | $5,672+369.2% | $4,953+437.3% | $6,507+309.0% |
| Admin fee / account holder | $22,348 | $14,945+49.5% | $11,989+86.4% | $12,624+77.0% |