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 | $180,533 | $115,770+55.9% | $101,248+78.3% | $158,922+13.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.67% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $20,250 | $4,175+385.1% | $3,660+453.4% | $4,761+325.3% |
| Participant deferral / active EE | $18,000 | $4,957+263.1% | $4,370+311.9% | $5,982+200.9% |
| Admin fee / account holder | $2,718 | $7,245-62.5% | $5,945-54.3% | $11,246-75.8% |