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 6-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 | $249,660 | $115,770+115.7% | $101,248+146.6% | $158,922+57.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.85% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $22,701 | $4,175+443.8% | $3,660+520.3% | $4,761+376.8% |
| Participant deferral / active EE | $19,709 | $4,957+297.6% | $4,370+351.0% | $5,982+229.5% |
| Admin fee / account holder | $1,801 | $7,245-75.1% | $5,945-69.7% | $11,246-84.0% |