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 | $215,027 | $159,602+34.7% | $150,045+43.3% | $142,382+51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.06% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,300 | $4,961-13.3% | $4,693-8.4% | $4,2990% |
| Participant deferral / active EE | $5,970 | $8,310-28.2% | $7,997-25.3% | $6,507-8.3% |
| Admin fee / account holder | $176,376 | $14,846+1088.0% | $13,435+1212.8% | $12,624+1297.2% |