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 6-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 | $241,929 | $117,983+105.1% | $101,794+137.7% | $142,382+69.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.02% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $8,775 | $2,773+216.5% | $2,289+283.4% | $4,299+104.1% |
| Participant deferral / active EE | $23,398 | $4,714+396.4% | $4,084+472.9% | $6,507+259.6% |
| Admin fee / account holder | $3,026 | $10,433-71.0% | $8,777-65.5% | $12,624-76.0% |