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 | $160,461 | $177,572-9.6% | $154,803+3.7% | $142,382+12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.88% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $20,607 | $4,810+328.4% | $4,305+378.6% | $4,299+379.3% |
| Participant deferral / active EE | $13,038 | $6,272+107.9% | $5,540+135.3% | $6,507+100.4% |
| Admin fee / account holder | $351 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |