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 | $164,238 | $51,638+218.1% | $68,368+140.2% | $82,448+99.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.07% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $20,725 | $2,047+912.7% | $2,649+682.4% | $2,551+712.4% |
| Participant deferral / active EE | $11,755 | $2,914+303.5% | $4,123+185.1% | $4,139+184.0% |
| Admin fee / account holder | $9,554 | $4,643+105.8% | $5,150+85.5% | $7,234+32.1% |