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 6-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 | $143,375 | $105,126+36.4% | $94,646+51.5% | $139,434+2.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.71% | 38.03%-18.3pp | 156.71%-137.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $7,280 | $4,106+77.3% | $3,672+98.3% | $4,751+53.2% |
| Participant deferral / active EE | $30,201 | $7,599+297.4% | $7,418+307.1% | $6,710+350.1% |
| Admin fee / account holder | $871 | $8,984-90.3% | $7,231-88.0% | $11,403-92.4% |