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 | $165,218 | $100,754+64.0% | $86,677+90.6% | $134,475+22.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.28% | 29.04%-30.3pp | 35.91%-37.2pp | 417.96%-419.2pp |
| Employer contribution / active EE | $12,259 | $3,489+251.3% | $2,836+332.2% | $4,740+158.6% |
| Participant deferral / active EE | $7,484 | $5,338+40.2% | $4,656+60.8% | $6,400+16.9% |
| Admin fee / account holder | $226,706 | $10,926+1974.9% | $7,493+2925.5% | $11,426+1884.1% |