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 | $226,325 | $98,463+129.9% | $119,258+89.8% | $85,850+163.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 22.69% | 38.53%-15.8pp | 30.69%-8.0pp | 318.53%-295.8pp |
| Employer contribution / active EE | $2,788 | $3,698-24.6% | $4,384-36.4% | $2,565+8.7% |
| Participant deferral / active EE | $6,799 | $4,942+37.6% | $6,111+11.3% | $3,952+72.0% |
| Admin fee / account holder | $7,751 | $7,493+3.4% | $7,226+7.3% | $6,260+23.8% |