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 | $218,261 | $165,984+31.5% | $164,813+32.4% | $145,922+49.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.42% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,156 | $5,273-40.1% | $4,341-27.3% | $4,660-32.3% |
| Participant deferral / active EE | $2,743 | $6,959-60.6% | $6,031-54.5% | $6,688-59.0% |
| Admin fee / account holder | $97,528 | $16,648+485.8% | $12,690+668.5% | $13,397+628.0% |