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 | $224,696 | $165,984+35.4% | $164,813+36.3% | $145,922+54.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.91% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,653 | $5,273-68.6% | $4,341-61.9% | $4,660-64.5% |
| Participant deferral / active EE | $2,480 | $6,959-64.4% | $6,031-58.9% | $6,688-62.9% |
| Admin fee / account holder | $2,024 | $16,648-87.8% | $12,690-84.1% | $13,397-84.9% |