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 9-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 | $191,969 | $114,381+67.8% | $107,525+78.5% | $142,382+34.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.95% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $19,119 | $4,015+376.2% | $3,754+409.4% | $4,299+344.7% |
| Participant deferral / active EE | $10,711 | $5,564+92.5% | $5,116+109.4% | $6,507+64.6% |
| Admin fee / account holder | $7,995 | $9,860-18.9% | $8,919-10.4% | $12,624-36.7% |