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 | $187,477 | $124,319+50.8% | $111,297+68.4% | $167,490+11.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.40% | 37.44%-26.0pp | 54.65%-43.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $16,667 | $3,435+385.1% | $2,731+510.3% | $4,837+244.5% |
| Participant deferral / active EE | $18,900 | $5,180+264.8% | $4,487+321.2% | $6,341+198.0% |
| Admin fee / account holder | $1,725 | $10,618-83.8% | $7,964-78.3% | $12,309-86.0% |