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 | $92,761 | $70,606+31.4% | $53,898+72.1% | $142,382-34.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.21% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,312 | $1,202+258.7% | $932+362.6% | $4,299+0.3% |
| Participant deferral / active EE | $6,942 | $2,364+193.7% | $1,826+280.1% | $6,507+6.7% |
| Admin fee / account holder | $1,542 | $2,852-45.9% | $2,491-38.1% | $12,624-87.8% |