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 8-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 | $187,663 | $154,228+21.7% | $145,433+29.0% | $137,256+36.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $23,930 | $4,804+398.1% | $4,554+425.4% | $4,156+475.8% |
| Participant deferral / active EE | $18,175 | $8,216+121.2% | $7,897+130.1% | $6,407+183.7% |
| Admin fee / account holder | $3,750 | $14,344-73.9% | $13,129-71.4% | $12,270-69.4% |