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 | $165,736 | $100,754+64.5% | $86,677+91.2% | $134,475+23.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.28% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $13,324 | $3,489+281.9% | $2,836+369.8% | $4,740+181.1% |
| Participant deferral / active EE | $5,947 | $5,338+11.4% | $4,656+27.7% | $6,400-7.1% |
| Admin fee / account holder | $54,966 | $10,926+403.1% | $7,493+633.5% | $11,426+381.1% |