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 | $176,166 | $159,602+10.4% | $150,045+17.4% | $142,382+23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $11,607 | $4,961+134.0% | $4,693+147.3% | $4,299+170.0% |
| Participant deferral / active EE | $16,526 | $8,310+98.9% | $7,997+106.6% | $6,507+154.0% |
| Admin fee / account holder | $440 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |