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 | $91,709 | $175,202-47.7% | $149,673-38.7% | $139,434-34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.93% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $15,071 | $5,474+175.3% | $4,818+212.8% | $4,751+217.2% |
| Participant deferral / active EE | $17,161 | $6,519+163.3% | $5,680+202.1% | $6,710+155.8% |
| Admin fee / account holder | $328 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |