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 4-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 | $216,904 | $133,922+62.0% | $116,228+86.6% | $142,382+52.3% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 14.11% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,551 | $3,446+119.2% | $2,994+152.2% | $4,299+75.6% |
| Participant deferral / active EE | $16,696 | $5,672+194.3% | $4,953+237.1% | $6,507+156.6% |
| Admin fee / account holder | $67,055 | $14,945+348.7% | $11,989+459.3% | $12,624+431.2% |