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 | $214,061 | $104,251+105.3% | $91,001+135.2% | $147,584+45.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.96% | 27.06%-10.1pp | 4.60%+12.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,735 | $3,116+84.1% | $2,456+133.5% | $4,876+17.6% |
| Participant deferral / active EE | $9,076 | $4,195+116.4% | $3,547+155.8% | $5,439+66.9% |
| Admin fee / account holder | $349 | $8,948-96.1% | $5,417-93.6% | $10,885-96.8% |