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 8-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 | $212,378 | $72,071+194.7% | $68,368+210.6% | $137,256+54.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.62% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,385 | $2,788-50.3% | $2,649-47.7% | $4,156-66.7% |
| Participant deferral / active EE | $25,530 | $4,410+478.9% | $4,123+519.2% | $6,407+298.5% |
| Admin fee / account holder | $1,805 | $5,336-66.2% | $5,150-65.0% | $12,270-85.3% |