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 | $166,253 | $226,064-26.5% | $182,532-8.9% | $152,861+8.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.29% | 192.51%-175.2pp | 148.54%-131.2pp | 345.32%-328.0pp |
| Employer contribution / active EE | $30,625 | $4,978+515.1% | $4,076+651.3% | $4,762+543.1% |
| Participant deferral / active EE | $3,675 | $6,368-42.3% | $5,524-33.5% | $5,850-37.2% |
| Admin fee / account holder | $628 | $10,703-94.1% | $8,592-92.7% | $11,596-94.6% |