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 | $191,614 | $161,352+18.8% | $134,172+42.8% | $137,256+39.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.11% | 28.72%-13.6pp | 25.30%-10.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $19,073 | $4,099+365.3% | $3,420+457.7% | $4,156+358.9% |
| Participant deferral / active EE | $11,750 | $5,552+111.6% | $4,690+150.5% | $6,407+83.4% |
| Admin fee / account holder | $343 | $15,028-97.7% | $12,016-97.1% | $12,270-97.2% |