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 4-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 | $189,306 | $175,202+8.1% | $149,673+26.5% | $139,434+35.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.65% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $9,323 | $5,474+70.3% | $4,818+93.5% | $4,751+96.2% |
| Participant deferral / active EE | $8,935 | $6,519+37.1% | $5,680+57.3% | $6,710+33.2% |
| Admin fee / account holder | $4,339 | $16,150-73.1% | $13,210-67.2% | $11,403-61.9% |