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 | $195,042 | $158,398+23.1% | $126,539+54.1% | $142,382+37.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.97% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,947 | $4,650-36.6% | $3,674-19.8% | $4,299-31.5% |
| Participant deferral / active EE | $7,279 | $4,767+52.7% | $4,083+78.3% | $6,507+11.9% |
| Admin fee / account holder | $2,753 | $6,918-60.2% | $6,065-54.6% | $12,624-78.2% |