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 | $158,064 | $100,773+56.9% | $88,946+77.7% | $142,382+11.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.44% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,721 | $2,918+233.2% | $2,555+280.5% | $4,299+126.1% |
| Participant deferral / active EE | $15,756 | $5,230+201.2% | $4,581+243.9% | $6,507+142.1% |
| Admin fee / account holder | $320 | $9,693-96.7% | $8,261-96.1% | $12,624-97.5% |