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 | $135,229 | $106,515+27.0% | $96,683+39.9% | $139,434-3.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.60% | 38.43%-15.8pp | 35.69%-13.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $18,924 | $4,103+361.2% | $3,737+406.4% | $4,751+298.3% |
| Participant deferral / active EE | $13,486 | $5,454+147.3% | $4,878+176.5% | $6,710+101.0% |
| Admin fee / account holder | $3,217 | $7,877-59.2% | $6,730-52.2% | $11,403-71.8% |