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 7-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 | $192,270 | $142,405+35.0% | $115,157+67.0% | $152,861+25.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.31% | 41.48%-28.2pp | 35.60%-22.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $16,667 | $4,010+315.6% | $3,179+424.3% | $4,762+250.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,844 | $8,462-30.9% | $7,088-17.5% | $11,596-49.6% |