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 9-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 | $182,026 | $157,256+15.8% | $141,162+28.9% | $152,861+19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.51% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,898 | $5,261-25.9% | $4,735-17.7% | $4,762-18.2% |
| Participant deferral / active EE | $8,122 | $7,109+14.2% | $6,709+21.1% | $5,850+38.8% |
| Admin fee / account holder | $47,347 | $12,120+290.6% | $10,261+361.4% | $11,596+308.3% |