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 3-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 | $192,999 | $159,602+20.9% | $150,045+28.6% | $142,382+35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.72% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $34,439 | $4,961+594.2% | $4,693+633.8% | $4,299+701.1% |
| Participant deferral / active EE | $18,609 | $8,310+123.9% | $7,997+132.7% | $6,507+186.0% |
| Admin fee / account holder | $3,434 | $14,846-76.9% | $13,435-74.4% | $12,624-72.8% |