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 | $182,652 | $117,983+54.8% | $101,794+79.4% | $142,382+28.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.58% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,557 | $2,773+136.5% | $2,289+186.5% | $4,299+52.5% |
| Participant deferral / active EE | $8,108 | $4,714+72.0% | $4,084+98.5% | $6,507+24.6% |
| Admin fee / account holder | $326,951 | $10,433+3033.7% | $8,777+3625.1% | $12,624+2490.0% |