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 3-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 | $171,143 | $100,773+69.8% | $88,946+92.4% | $142,382+20.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.24% | 70.18%-50.9pp | 57.82%-38.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $20,016 | $2,918+586.0% | $2,555+683.4% | $4,299+365.6% |
| Participant deferral / active EE | $23,531 | $5,230+349.9% | $4,581+413.6% | $6,507+261.6% |
| Admin fee / account holder | $362 | $9,693-96.3% | $8,261-95.6% | $12,624-97.1% |