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 7-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 | $238,297 | $159,602+49.3% | $150,045+58.8% | $142,382+67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.72% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,333 | $4,961-32.8% | $4,693-29.0% | $4,299-22.5% |
| Participant deferral / active EE | $19,814 | $8,310+138.4% | $7,997+147.8% | $6,507+204.5% |
| Admin fee / account holder | $4,296 | $14,846-71.1% | $13,435-68.0% | $12,624-66.0% |