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 | $231,126 | $117,983+95.9% | $101,794+127.1% | $142,382+62.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.14% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $19,129 | $2,773+589.9% | $2,289+735.7% | $4,299+345.0% |
| Participant deferral / active EE | $10,799 | $4,714+129.1% | $4,084+164.4% | $6,507+65.9% |
| Admin fee / account holder | $1,476 | $10,433-85.9% | $8,777-83.2% | $12,624-88.3% |