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 4-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 | $185,080 | $159,602+16.0% | $150,045+23.3% | $142,382+30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $14,679 | $4,961+195.9% | $4,693+212.8% | $4,299+241.5% |
| Participant deferral / active EE | $15,969 | $8,310+92.2% | $7,997+99.7% | $6,507+145.4% |
| Admin fee / account holder | $6,228 | $14,846-58.1% | $13,435-53.6% | $12,624-50.7% |