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 | $170,878 | $71,883+137.7% | $86,677+97.1% | $68,494+149.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.20% | 3.52%-1.3pp | 35.91%-33.7pp | -7.84%+10.0pp |
| Employer contribution / active EE | $11,057 | $2,173+408.9% | $2,836+289.8% | $2,596+325.9% |
| Participant deferral / active EE | $9,802 | $3,779+159.4% | $4,656+110.5% | $4,027+143.4% |
| Admin fee / account holder | $385 | $6,112-93.7% | $7,493-94.9% | $5,403-92.9% |