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 6-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 | $200,279 | $74,888+167.4% | $71,209+181.3% | $142,382+40.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.02% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $11,463 | $2,854+301.6% | $2,721+321.3% | $4,299+166.6% |
| Participant deferral / active EE | $22,437 | $4,454+403.7% | $4,175+437.4% | $6,507+244.8% |
| Admin fee / account holder | $844 | $5,568-84.8% | $5,349-84.2% | $12,624-93.3% |