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 | $155,773 | $97,125+60.4% | $86,233+80.6% | $137,256+13.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.64% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $25,610 | $2,841+801.4% | $2,504+922.6% | $4,156+516.2% |
| Participant deferral / active EE | $27,250 | $5,180+426.1% | $4,559+497.7% | $6,407+325.3% |
| Admin fee / account holder | $670 | $9,725-93.1% | $8,342-92.0% | $12,270-94.5% |