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 | $175,352 | $121,625+44.2% | $104,607+67.6% | $158,922+10.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 228.04% | 465.26%-237.2pp | 340.46%-112.4pp | 302.83%-74.8pp |
| Employer contribution / active EE | $2,095 | $3,163-33.8% | $2,681-21.9% | $4,761-56.0% |
| Participant deferral / active EE | $2,373 | $4,177-43.2% | $3,740-36.6% | $5,982-60.3% |
| Admin fee / account holder | $317 | $7,787-95.9% | $6,473-95.1% | $11,246-97.2% |