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 | $112,231 | $74,888+49.9% | $71,209+57.6% | $142,382-21.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.06% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,680 | $2,854-41.2% | $2,721-38.3% | $4,299-60.9% |
| Participant deferral / active EE | $10,799 | $4,454+142.4% | $4,175+158.6% | $6,507+65.9% |
| Admin fee / account holder | $350 | $5,568-93.7% | $5,349-93.5% | $12,624-97.2% |