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 | $150,513 | $72,071+108.8% | $68,368+120.2% | $137,256+9.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.75% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $20,878 | $2,788+648.9% | $2,649+688.2% | $4,156+402.3% |
| Participant deferral / active EE | $30,427 | $4,410+590.0% | $4,123+638.0% | $6,407+374.9% |
| Admin fee / account holder | $1,997 | $5,336-62.6% | $5,150-61.2% | $12,270-83.7% |