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 | $245,320 | $148,534+65.2% | $135,903+80.5% | $139,434+75.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.87% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,756 | $5,243-47.4% | $4,856-43.2% | $4,751-42.0% |
| Participant deferral / active EE | $10,579 | $8,100+30.6% | $7,758+36.4% | $6,710+57.6% |
| Admin fee / account holder | $61,300 | $12,400+394.4% | $10,762+469.6% | $11,403+437.6% |