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 | $178,107 | $95,416+86.7% | $185,823-4.2% | $85,850+107.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.58% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $11,370 | $3,314+243.1% | $5,167+120.0% | $2,565+343.3% |
| Participant deferral / active EE | $8,927 | $3,423+160.8% | $5,568+60.3% | $3,952+125.9% |
| Admin fee / account holder | $3,098 | $7,213-57.0% | $16,237-80.9% | $6,260-50.5% |