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 7-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 | $222,419 | $176,812+25.8% | $146,665+51.7% | $167,490+32.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.62% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $9,354 | $5,160+81.3% | $4,136+126.2% | $4,837+93.4% |
| Participant deferral / active EE | $8,194 | $6,440+27.2% | $5,506+48.8% | $6,341+29.2% |
| Admin fee / account holder | $60,897 | $13,259+359.3% | $10,280+492.4% | $12,309+394.7% |