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 4-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 | $219,387 | $183,519+19.5% | $155,509+41.1% | $145,922+50.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,917 | $5,313-63.9% | $4,672-59.0% | $4,660-58.9% |
| Participant deferral / active EE | $18,600 | $6,462+187.8% | $5,626+230.6% | $6,688+178.1% |
| Admin fee / account holder | $1,915 | $19,313-90.1% | $15,912-88.0% | $13,397-85.7% |