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 | $111,028 | $81,632+36.0% | $70,449+57.6% | $158,922-30.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.78% | 208.40%-193.6pp | 109.03%-94.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,331 | $3,217+3.5% | $2,737+21.7% | $4,761-30.0% |
| Participant deferral / active EE | $22,627 | $4,554+396.9% | $3,709+510.1% | $5,982+278.2% |
| Admin fee / account holder | $1,131 | $6,193-81.7% | $3,845-70.6% | $11,246-89.9% |