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 | $235,099 | $152,587+54.1% | $125,175+87.8% | $152,861+53.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.40% | 54.84%-35.4pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $26,754 | $4,946+440.9% | $3,865+592.1% | $4,762+461.8% |
| Participant deferral / active EE | $12,800 | $5,868+118.1% | $4,937+159.3% | $5,850+118.8% |
| Admin fee / account holder | $5,000 | $13,434-62.8% | $9,702-48.5% | $11,596-56.9% |