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 8-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 | $137,066 | $86,891+57.7% | $142,449-3.8% | $75,163+82.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 19.78% | 23.31%-3.5pp | 19.99%-0.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $11,965 | $3,355+256.6% | $4,847+146.8% | $2,670+348.2% |
| Participant deferral / active EE | $12,965 | $4,938+162.6% | $6,283+106.3% | $4,125+214.3% |
| Admin fee / account holder | $2,468 | $7,299-66.2% | $10,011-75.3% | $5,651-56.3% |