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 3-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 | $213,301 | $159,602+33.6% | $150,045+42.2% | $142,382+49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.24% | 70.24%-38.0pp | 62.55%-30.3pp | 217.08%-184.8pp |
| Employer contribution / active EE | $46,000 | $4,961+827.3% | $4,693+880.2% | $4,299+970.0% |
| Participant deferral / active EE | $34,750 | $8,310+318.2% | $7,997+334.5% | $6,507+434.0% |
| Admin fee / account holder | $1,703 | $14,846-88.5% | $13,435-87.3% | $12,624-86.5% |