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 | $138,013 | $106,515+29.6% | $96,683+42.7% | $139,434-1.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.81% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $11,943 | $4,103+191.1% | $3,737+219.6% | $4,751+151.4% |
| Participant deferral / active EE | $19,300 | $5,454+253.9% | $4,878+295.6% | $6,710+187.6% |
| Admin fee / account holder | $504 | $7,877-93.6% | $6,730-92.5% | $11,403-95.6% |