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 | $174,194 | $117,841+47.8% | $102,423+70.1% | $145,922+19.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $22,602 | $3,615+525.3% | $3,023+647.6% | $4,660+385.1% |
| Participant deferral / active EE | $16,742 | $5,731+192.2% | $5,053+231.3% | $6,688+150.3% |
| Admin fee / account holder | $6,328 | $13,326-52.5% | $9,451-33.0% | $13,397-52.8% |