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 | $156,608 | $159,602-1.9% | $150,045+4.4% | $142,382+10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.25% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,819 | $4,961+17.3% | $4,693+24.0% | $4,299+35.4% |
| Participant deferral / active EE | $21,660 | $8,310+160.6% | $7,997+170.9% | $6,507+232.9% |
| Admin fee / account holder | $5,757 | $14,846-61.2% | $13,435-57.1% | $12,624-54.4% |