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 | $213,497 | $159,602+33.8% | $150,045+42.3% | $142,382+49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.28% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $9,220 | $4,961+85.9% | $4,693+96.5% | $4,299+114.5% |
| Participant deferral / active EE | $15,383 | $8,310+85.1% | $7,997+92.4% | $6,507+136.4% |
| Admin fee / account holder | $864 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |