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 3-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 | $154,558 | $111,754+38.3% | $103,333+49.6% | $145,922+5.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $28,524 | $4,212+577.1% | $3,868+637.5% | $4,660+512.2% |
| Participant deferral / active EE | $18,060 | $5,619+221.4% | $5,057+257.1% | $6,688+170.0% |
| Admin fee / account holder | $677 | $9,750-93.1% | $8,355-91.9% | $13,397-95.0% |