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 | $72,071+177.9% | $68,368+192.9% | $137,256+45.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.02% | 353.14%-331.1pp | 292.57%-270.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $11,463 | $2,788+311.2% | $2,649+332.7% | $4,156+175.8% |
| Participant deferral / active EE | $22,437 | $4,410+408.8% | $4,123+444.2% | $6,407+250.2% |
| Admin fee / account holder | $844 | $5,336-84.2% | $5,150-83.6% | $12,270-93.1% |