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 | $163,881 | $148,534+10.3% | $135,903+20.6% | $139,434+17.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $27,294 | $5,243+420.6% | $4,856+462.1% | $4,751+474.5% |
| Participant deferral / active EE | $18,790 | $8,100+132.0% | $7,758+142.2% | $6,710+180.0% |
| Admin fee / account holder | $819 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |