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 7-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 | $155,163 | $154,228+0.6% | $145,433+6.7% | $137,256+13.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $16,131 | $4,804+235.8% | $4,554+254.2% | $4,156+288.1% |
| Participant deferral / active EE | $10,340 | $8,216+25.8% | $7,897+30.9% | $6,407+61.4% |
| Admin fee / account holder | $480 | $14,344-96.7% | $13,129-96.3% | $12,270-96.1% |