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 | $210,157 | $111,754+88.1% | $103,333+103.4% | $145,922+44.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $10,920 | $4,212+159.2% | $3,868+182.3% | $4,660+134.4% |
| Participant deferral / active EE | $18,478 | $5,619+228.9% | $5,057+265.4% | $6,688+176.3% |
| Admin fee / account holder | $1,718 | $9,750-82.4% | $8,355-79.4% | $13,397-87.2% |