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 | $88,861 | $185,822-52.2% | $169,993-47.7% | $139,434-36.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.04% | 60.50%-40.5pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $18,439 | $7,590+142.9% | $6,785+171.8% | $4,751+288.1% |
| Participant deferral / active EE | $14,612 | $11,622+25.7% | $10,408+40.4% | $6,710+117.8% |
| Admin fee / account holder | $44,416 | $15,381+188.8% | $12,815+246.6% | $11,403+289.5% |