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 | $239,831 | $114,381+109.7% | $107,525+123.0% | $142,382+68.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.42% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $14,183 | $4,015+253.3% | $3,754+277.8% | $4,299+229.9% |
| Participant deferral / active EE | $13,446 | $5,564+141.6% | $5,116+162.8% | $6,507+106.6% |
| Admin fee / account holder | $2,219 | $9,860-77.5% | $8,919-75.1% | $12,624-82.4% |