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 4-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 | $159,786 | $114,381+39.7% | $107,525+48.6% | $142,382+12.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.58% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,340 | $4,015-41.7% | $3,754-37.7% | $4,299-45.6% |
| Participant deferral / active EE | $23,940 | $5,564+330.2% | $5,116+368.0% | $6,507+267.9% |
| Admin fee / account holder | $1,612 | $9,860-83.6% | $8,919-81.9% | $12,624-87.2% |