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 4-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 | $141,790 | $48,795+190.6% | $65,493+116.5% | $84,808+67.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 27.37% | 20.20%+7.2pp | 982.45%-955.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $16,843 | $1,930+772.9% | $2,574+554.3% | $2,631+540.2% |
| Participant deferral / active EE | $18,654 | $2,928+537.0% | $3,961+370.9% | $4,212+342.9% |
| Admin fee / account holder | $3,611 | $3,877-6.9% | $5,028-28.2% | $7,344-50.8% |