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 5-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 | $233,070 | $115,882+101.1% | $100,516+131.9% | $158,922+46.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.97% | 34.79%-22.8pp | 30.89%-18.9pp | 302.83%-290.9pp |
| Employer contribution / active EE | $15,625 | $4,103+280.8% | $3,418+357.2% | $4,761+228.2% |
| Participant deferral / active EE | $13,000 | $6,674+94.8% | $6,270+107.3% | $5,982+117.3% |
| Admin fee / account holder | $7,209 | $10,995-34.4% | $8,081-10.8% | $11,246-35.9% |