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 | $213,454 | $179,726+18.8% | $156,263+36.6% | $142,382+49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.36% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,140 | $5,069-18.3% | $4,333-4.5% | $4,299-3.7% |
| Participant deferral / active EE | $20,667 | $6,956+197.1% | $6,158+235.6% | $6,507+217.6% |
| Admin fee / account holder | $60,206 | $17,272+248.6% | $14,255+322.4% | $12,624+376.9% |