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 8-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 | $209,856 | $158,398+32.5% | $126,539+65.8% | $142,382+47.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.71% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,477 | $4,650-25.2% | $3,674-5.4% | $4,299-19.1% |
| Participant deferral / active EE | $9,292 | $4,767+94.9% | $4,083+127.6% | $6,507+42.8% |
| Admin fee / account holder | $3,608 | $6,918-47.9% | $6,065-40.5% | $12,624-71.4% |