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 | $180,364 | $154,228+16.9% | $145,433+24.0% | $137,256+31.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.46% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,815 | $4,804-20.6% | $4,554-16.2% | $4,156-8.2% |
| Participant deferral / active EE | $21,967 | $8,216+167.4% | $7,897+178.2% | $6,407+242.9% |
| Admin fee / account holder | $29,279 | $14,344+104.1% | $13,129+123.0% | $12,270+138.6% |