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 | $156,617 | $124,281+26.0% | $109,143+43.5% | $167,490-6.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.44% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $14,540 | $4,207+245.6% | $3,722+290.6% | $4,837+200.6% |
| Participant deferral / active EE | $13,920 | $5,255+164.9% | $4,653+199.2% | $6,341+119.5% |
| Admin fee / account holder | $1,560 | $7,970-80.4% | $6,752-76.9% | $12,309-87.3% |