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 | $247,964 | $165,335+50.0% | $149,696+65.6% | $158,922+56.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.73% | 348.15%-339.4pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,811 | $5,103-44.9% | $4,644-39.5% | $4,761-41.0% |
| Participant deferral / active EE | $12,650 | $7,181+76.2% | $6,842+84.9% | $5,982+111.5% |
| Admin fee / account holder | $12,000 | $10,807+11.0% | $9,309+28.9% | $11,246+6.7% |