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 | $163,714 | $172,111-4.9% | $150,298+8.9% | $137,256+19.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.79% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,152 | $4,636+75.8% | $4,154+96.2% | $4,156+96.1% |
| Participant deferral / active EE | $11,969 | $6,166+94.1% | $5,453+119.5% | $6,407+86.8% |
| Admin fee / account holder | $105,851 | $16,471+542.7% | $14,116+649.9% | $12,270+762.7% |