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 | $179,828 | $103,966+73.0% | $112,887+59.3% | $75,163+139.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 17.35% | 24.54%-7.2pp | 34.10%-16.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,055 | $3,870+30.6% | $4,563+10.8% | $2,670+89.3% |
| Participant deferral / active EE | $11,173 | $5,456+104.8% | $6,513+71.5% | $4,125+170.8% |
| Admin fee / account holder | $13,237 | $7,663+72.7% | $7,047+87.8% | $5,651+134.2% |