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 3-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 | $164,669 | $159,602+3.2% | $150,045+9.7% | $142,382+15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.61% | 70.24%-32.6pp | 62.55%-24.9pp | 217.08%-179.5pp |
| Employer contribution / active EE | $12,241 | $4,961+146.8% | $4,693+160.8% | $4,299+184.7% |
| Participant deferral / active EE | $23,439 | $8,310+182.0% | $7,997+193.1% | $6,507+260.2% |
| Admin fee / account holder | $4,844 | $14,846-67.4% | $13,435-63.9% | $12,624-61.6% |