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 | $201,349 | $81,632+146.7% | $70,449+185.8% | $158,922+26.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.05% | 208.40%-194.4pp | 109.03%-95.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $26,350 | $3,217+719.1% | $2,737+862.9% | $4,761+453.4% |
| Participant deferral / active EE | $14,890 | $4,554+227.0% | $3,709+301.5% | $5,982+148.9% |
| Admin fee / account holder | $1,168 | $6,193-81.1% | $3,845-69.6% | $11,246-89.6% |