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 | $175,647 | $148,534+18.3% | $135,903+29.2% | $139,434+26.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $22,115 | $5,243+321.8% | $4,856+355.4% | $4,751+365.5% |
| Participant deferral / active EE | $11,664 | $8,100+44.0% | $7,758+50.3% | $6,710+73.8% |
| Admin fee / account holder | $3,856 | $12,400-68.9% | $10,762-64.2% | $11,403-66.2% |