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 | $178,048 | $106,749+66.8% | $145,433+22.4% | $82,448+116.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.59% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $19,162 | $3,444+456.3% | $4,554+320.7% | $2,551+651.2% |
| Participant deferral / active EE | $15,724 | $6,519+141.2% | $7,897+99.1% | $4,139+279.9% |
| Admin fee / account holder | $800 | $8,390-90.5% | $13,129-93.9% | $7,234-88.9% |