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 | $241,389 | $176,812+36.5% | $146,665+64.6% | $167,490+44.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.12% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $24,780 | $5,160+380.2% | $4,136+499.1% | $4,837+412.3% |
| Participant deferral / active EE | $25,060 | $6,440+289.1% | $5,506+355.1% | $6,341+295.2% |
| Admin fee / account holder | $1,125 | $13,259-91.5% | $10,280-89.1% | $12,309-90.9% |