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 | $177,980 | $106,584+67.0% | $101,326+75.7% | $142,382+25.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.13% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $9,500 | $3,956+140.1% | $3,665+159.2% | $4,299+121.0% |
| Participant deferral / active EE | $24,443 | $8,297+194.6% | $7,994+205.8% | $6,507+275.6% |
| Admin fee / account holder | $366 | $11,446-96.8% | $11,185-96.7% | $12,624-97.1% |