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 | $176,718 | $74,888+136.0% | $71,209+148.2% | $142,382+24.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.97% | 345.14%-323.2pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,967 | $2,854+39.0% | $2,721+45.8% | $4,299-7.7% |
| Participant deferral / active EE | $14,979 | $4,454+236.3% | $4,175+258.8% | $6,507+130.2% |
| Admin fee / account holder | $1,773 | $5,568-68.2% | $5,349-66.9% | $12,624-86.0% |