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 7-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 | $192,180 | $157,256+22.2% | $141,162+36.1% | $152,861+25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.24% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $17,752 | $5,261+237.4% | $4,735+274.9% | $4,762+272.8% |
| Participant deferral / active EE | $15,000 | $7,109+111.0% | $6,709+123.6% | $5,850+156.4% |
| Admin fee / account holder | $1,465 | $12,120-87.9% | $10,261-85.7% | $11,596-87.4% |