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 | $144,778 | $148,534-2.5% | $135,903+6.5% | $139,434+3.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.26% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $42,531 | $5,243+711.2% | $4,856+775.8% | $4,751+795.2% |
| Participant deferral / active EE | $20,500 | $8,100+153.1% | $7,758+164.2% | $6,710+205.5% |
| Admin fee / account holder | $1,059 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |