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 | $170,036 | $183,519-7.3% | $155,509+9.3% | $145,922+16.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.37% | 61.17%-24.8pp | 64.67%-28.3pp | 561.29%-524.9pp |
| Employer contribution / active EE | $9,000 | $5,313+69.4% | $4,672+92.6% | $4,660+93.1% |
| Participant deferral / active EE | $11,500 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $1,417 | $19,313-92.7% | $15,912-91.1% | $13,397-89.4% |