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 | $164,498 | $72,071+128.2% | $68,368+140.6% | $137,256+19.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.96% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $8,073 | $2,788+189.6% | $2,649+204.8% | $4,156+94.3% |
| Participant deferral / active EE | $5,013 | $4,410+13.7% | $4,123+21.6% | $6,407-21.7% |
| Admin fee / account holder | $987 | $5,336-81.5% | $5,150-80.8% | $12,270-92.0% |