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 7-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 | $153,714 | $111,535+37.8% | $105,223+46.1% | $137,256+12.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.15% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $12,056 | $3,939+206.0% | $3,689+226.8% | $4,156+190.1% |
| Participant deferral / active EE | $10,451 | $5,500+90.0% | $5,072+106.1% | $6,407+63.1% |
| Admin fee / account holder | $369 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |