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 | $191,215 | $70,756+170.2% | $65,493+192.0% | $142,382+34.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 13.01% | 1754.89%-1741.9pp | 982.45%-969.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $22,128 | $2,881+668.2% | $2,574+759.6% | $4,299+414.7% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $60,743 | $6,559+826.1% | $5,028+1108.0% | $12,624+381.2% |