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 8-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 | $209,519 | $154,228+35.9% | $145,433+44.1% | $137,256+52.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.22% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $21,607 | $4,804+349.8% | $4,554+374.4% | $4,156+419.9% |
| Participant deferral / active EE | $18,310 | $8,216+122.9% | $7,897+131.9% | $6,407+185.8% |
| Admin fee / account holder | $2,640 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |