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 | $134,225 | $104,974+27.9% | $95,585+40.4% | $142,382-5.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.71% | 210.33%-183.6pp | 38.56%-11.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $32,419 | $2,779+1066.7% | $2,527+1183.1% | $4,299+654.1% |
| Participant deferral / active EE | $15,667 | $4,352+260.0% | $4,023+289.5% | $6,507+140.8% |
| Admin fee / account holder | $1,386 | $6,386-78.3% | $6,127-77.4% | $12,624-89.0% |