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 6-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 | $170,781 | $148,534+15.0% | $135,903+25.7% | $139,434+22.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 48.27% | 79.19%-30.9pp | 68.23%-20.0pp | 372.94%-324.7pp |
| Employer contribution / active EE | $1,660 | $5,243-68.3% | $4,856-65.8% | $4,751-65.1% |
| Participant deferral / active EE | $24,631 | $8,100+204.1% | $7,758+217.5% | $6,710+267.1% |
| Admin fee / account holder | $1,503 | $12,400-87.9% | $10,762-86.0% | $11,403-86.8% |