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 | $239,352 | $159,602+50.0% | $150,045+59.5% | $142,382+68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.99% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,783 | $4,961-23.7% | $4,693-19.4% | $4,299-12.0% |
| Participant deferral / active EE | $22,836 | $8,310+174.8% | $7,997+185.6% | $6,507+250.9% |
| Admin fee / account holder | $421 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |