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 | $200,092 | $106,584+87.7% | $101,326+97.5% | $142,382+40.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.59% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $13,419 | $3,956+239.2% | $3,665+266.1% | $4,299+212.1% |
| Participant deferral / active EE | $30,418 | $8,297+266.6% | $7,994+280.5% | $6,507+367.4% |
| Admin fee / account holder | $19,025 | $11,446+66.2% | $11,185+70.1% | $12,624+50.7% |