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 | $184,858 | $64,480+186.7% | $81,382+127.1% | $80,856+128.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 19.71% | 16.34%+3.4pp | 24.73%-5.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $10,746 | $1,978+443.2% | $2,463+336.3% | $2,755+290.1% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $17,132 | $5,671+202.1% | $5,768+197.0% | $6,918+147.7% |