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 | $201,731 | $114,381+76.4% | $107,525+87.6% | $142,382+41.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.24% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,186 | $4,015+29.2% | $3,754+38.2% | $4,299+20.6% |
| Participant deferral / active EE | $13,232 | $5,564+137.8% | $5,116+158.7% | $6,507+103.3% |
| Admin fee / account holder | $37,663 | $9,860+282.0% | $8,919+322.3% | $12,624+198.3% |