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 | $249,304 | $152,587+63.4% | $125,175+99.2% | $152,861+63.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.85% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,544 | $4,946+12.1% | $3,865+43.4% | $4,762+16.4% |
| Participant deferral / active EE | $10,418 | $5,868+77.5% | $4,937+111.0% | $5,850+78.1% |
| Admin fee / account holder | $1,737 | $13,434-87.1% | $9,702-82.1% | $11,596-85.0% |