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 | $150,200 | $86,286+74.1% | $111,297+35.0% | $85,850+75.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.68% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,903 | $2,043+42.1% | $2,731+6.3% | $2,565+13.2% |
| Participant deferral / active EE | $6,433 | $3,641+76.7% | $4,487+43.4% | $3,952+62.8% |
| Admin fee / account holder | $10,434 | $8,188+27.4% | $7,964+31.0% | $6,260+66.7% |