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 6-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 | $158,964 | $129,942+22.3% | $104,294+52.4% | $134,475+18.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.96% | 42.03%-55.0pp | 24.61%-37.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $29,472 | $4,184+604.4% | $3,372+774.1% | $4,740+521.8% |
| Participant deferral / active EE | $18,285 | $5,588+227.2% | $4,625+295.4% | $6,400+185.7% |
| Admin fee / account holder | $730 | $9,323-92.2% | $7,339-90.1% | $11,426-93.6% |