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 | $170,245 | $114,381+48.8% | $107,525+58.3% | $142,382+19.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 242.71%-222.8pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $16,027 | $4,015+299.2% | $3,754+327.0% | $4,299+272.8% |
| Participant deferral / active EE | $8,705 | $5,564+56.4% | $5,116+70.2% | $6,507+33.8% |
| Admin fee / account holder | $972 | $9,860-90.1% | $8,919-89.1% | $12,624-92.3% |