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 | $230,043 | $167,484+37.4% | $151,611+51.7% | $134,475+71.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.91% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $25,493 | $6,829+273.3% | $6,166+313.5% | $4,740+437.9% |
| Participant deferral / active EE | $23,920 | $8,986+166.2% | $8,363+186.0% | $6,400+273.8% |
| Admin fee / account holder | $25,626 | $13,783+85.9% | $11,616+120.6% | $11,426+124.3% |