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 | $149,868 | $114,381+31.0% | $107,525+39.4% | $142,382+5.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 114.15% | 242.71%-128.6pp | 181.32%-67.2pp | 217.08%-102.9pp |
| Employer contribution / active EE | $8,169 | $4,015+103.5% | $3,754+117.6% | $4,299+90.0% |
| Participant deferral / active EE | $7,524 | $5,564+35.2% | $5,116+47.1% | $6,507+15.6% |
| Admin fee / account holder | $445 | $9,860-95.5% | $8,919-95.0% | $12,624-96.5% |