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 | $173,652 | $100,970+72.0% | $96,576+79.8% | $137,256+26.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.47% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,578 | $3,809+98.9% | $3,553+113.3% | $4,156+82.3% |
| Participant deferral / active EE | $25,464 | $8,286+207.3% | $7,956+220.0% | $6,407+297.5% |
| Admin fee / account holder | $8,135 | $11,312-28.1% | $11,381-28.5% | $12,270-33.7% |