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 | $167,794 | $114,381+46.7% | $107,525+56.1% | $142,382+17.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.15% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $17,000 | $4,015+323.4% | $3,754+352.9% | $4,299+295.4% |
| Participant deferral / active EE | $7,115 | $5,564+27.9% | $5,116+39.1% | $6,507+9.3% |
| Admin fee / account holder | $13,988 | $9,860+41.9% | $8,919+56.8% | $12,624+10.8% |