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 | $97,174 | $93,024+4.5% | $77,024+26.2% | $134,475-27.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 17.49% | 62.60%-45.1pp | 42.32%-24.8pp | 417.96%-400.5pp |
| Employer contribution / active EE | $14,462 | $3,418+323.1% | $2,812+414.3% | $4,740+205.1% |
| Participant deferral / active EE | $20,383 | $5,238+289.2% | $4,426+360.5% | $6,400+218.5% |
| Admin fee / account holder | $32,342 | $6,944+365.7% | $5,425+496.1% | $11,426+183.1% |