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 | $102,726 | $214,378-52.1% | $200,582-48.8% | $142,382-27.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.62% | 46.41%-22.8pp | 42.33%-18.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $19,285 | $6,841+181.9% | $6,419+200.4% | $4,299+348.6% |
| Participant deferral / active EE | $11,852 | $9,865+20.1% | $9,331+27.0% | $6,507+82.1% |
| Admin fee / account holder | $61,758 | $17,692+249.1% | $16,305+278.8% | $12,624+389.2% |