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 | $142,385 | $154,228-7.7% | $145,433-2.1% | $137,256+3.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.62% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $14,227 | $4,804+196.1% | $4,554+212.4% | $4,156+242.3% |
| Participant deferral / active EE | $27,583 | $8,216+235.7% | $7,897+249.3% | $6,407+330.5% |
| Admin fee / account holder | $955 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |