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 | $63,157 | $111,724-43.5% | $93,606-32.5% | $145,922-56.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.95% | 202.98%-188.0pp | 133.20%-118.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,981 | $3,090+190.7% | $2,420+271.1% | $4,660+92.7% |
| Participant deferral / active EE | $15,625 | $4,912+218.1% | $4,411+254.2% | $6,688+133.6% |
| Admin fee / account holder | $345 | $10,250-96.6% | $8,285-95.8% | $13,397-97.4% |