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 | $171,582 | $228,332-24.9% | $185,823-7.7% | $158,922+8.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.30% | 40.80%-18.5pp | 35.95%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $16,500 | $4,967+232.2% | $4,087+303.7% | $4,761+246.6% |
| Participant deferral / active EE | $19,500 | $6,415+204.0% | $5,632+246.2% | $5,982+226.0% |
| Admin fee / account holder | $1,016 | $11,864-91.4% | $9,500-89.3% | $11,246-91.0% |