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 8-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 | $243,661 | $817,678-70.2% | $392,568-37.9% | $152,861+59.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 18.13% | 22.84%-4.7pp | 24.42%-6.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $16,800 | $5,502+205.3% | $3,783+344.1% | $4,762+252.8% |
| Participant deferral / active EE | $25,000 | $8,398+197.7% | $5,985+317.7% | $5,850+327.3% |
| Admin fee / account holder | $667 | $12,095-94.5% | $6,260-89.3% | $11,596-94.2% |