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 | $137,501 | $115,882+18.7% | $100,516+36.8% | $158,922-13.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.99% | 34.79%-20.8pp | 30.89%-16.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $9,865 | $4,103+140.4% | $3,418+188.7% | $4,761+107.2% |
| Participant deferral / active EE | $14,543 | $6,674+117.9% | $6,270+131.9% | $5,982+143.1% |
| Admin fee / account holder | $41,786 | $10,995+280.0% | $8,081+417.1% | $11,246+271.6% |