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 5-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 | $197,596 | $176,377+12.0% | $134,143+47.3% | $158,922+24.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.61% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,000 | $5,040-40.5% | $3,704-19.0% | $4,761-37.0% |
| Participant deferral / active EE | $21,667 | $4,091+429.6% | $3,499+519.3% | $5,982+262.2% |
| Admin fee / account holder | $1,525 | $8,718-82.5% | $6,684-77.2% | $11,246-86.4% |