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 | $171,068 | $159,602+7.2% | $150,045+14.0% | $142,382+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.32% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $9,222 | $4,961+85.9% | $4,693+96.5% | $4,299+114.5% |
| Participant deferral / active EE | $30,981 | $8,310+272.8% | $7,997+287.4% | $6,507+376.1% |
| Admin fee / account holder | $18,476 | $14,846+24.4% | $13,435+37.5% | $12,624+46.4% |