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 | $238,219 | $178,174+33.7% | $156,181+52.5% | $137,256+73.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.42% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,800 | $4,972-3.5% | $4,294+11.8% | $4,156+15.5% |
| Participant deferral / active EE | $10,405 | $6,888+51.1% | $6,132+69.7% | $6,407+62.4% |
| Admin fee / account holder | $2,141 | $17,404-87.7% | $14,586-85.3% | $12,270-82.5% |