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 | $151,430 | $115,770+30.8% | $101,248+49.6% | $158,922-4.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.63% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $8,892 | $4,175+113.0% | $3,660+143.0% | $4,761+86.8% |
| Participant deferral / active EE | $9,600 | $4,957+93.7% | $4,370+119.7% | $5,982+60.5% |
| Admin fee / account holder | $1,125 | $7,245-84.5% | $5,945-81.1% | $11,246-90.0% |