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 | $170,637 | $185,822-8.2% | $169,993+0.4% | $139,434+22.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.05% | 60.50%-42.5pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $26,775 | $7,590+252.8% | $6,785+294.6% | $4,751+463.6% |
| Participant deferral / active EE | $21,009 | $11,622+80.8% | $10,408+101.9% | $6,710+213.1% |
| Admin fee / account holder | $184,190 | $15,381+1097.5% | $12,815+1337.3% | $11,403+1515.3% |