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 4-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 | $174,909 | $69,207+152.7% | $64,056+173.1% | $139,434+25.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.10% | 45.88%-29.8pp | 33.69%-17.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,436 | $3,182+102.3% | $2,747+134.3% | $4,751+35.5% |
| Participant deferral / active EE | $3,432 | $4,682-26.7% | $3,880-11.6% | $6,710-48.9% |
| Admin fee / account holder | $761 | $4,244-82.1% | $3,068-75.2% | $11,403-93.3% |