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 | $111,535+115.0% | $105,223+127.9% | $137,256+74.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.42% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $14,183 | $3,939+260.0% | $3,689+284.5% | $4,156+241.3% |
| Participant deferral / active EE | $13,446 | $5,500+144.5% | $5,072+165.1% | $6,407+109.9% |
| Admin fee / account holder | $2,219 | $9,721-77.2% | $8,859-75.0% | $12,270-81.9% |