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 | $123,281 | $74,888+64.6% | $71,209+73.1% | $142,382-13.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.38% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,117 | $2,854+9.2% | $2,721+14.6% | $4,299-27.5% |
| Participant deferral / active EE | $6,235 | $4,454+40.0% | $4,175+49.3% | $6,507-4.2% |
| Admin fee / account holder | $832 | $5,568-85.1% | $5,349-84.4% | $12,624-93.4% |