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 | $216,589 | $157,256+37.7% | $141,162+53.4% | $152,861+41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.51% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,785 | $5,261-47.1% | $4,735-41.2% | $4,762-41.5% |
| Participant deferral / active EE | $5,451 | $7,109-23.3% | $6,709-18.8% | $5,850-6.8% |
| Admin fee / account holder | $77,899 | $12,120+542.7% | $10,261+659.2% | $11,596+571.8% |