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 | $177,854 | $74,888+137.5% | $71,209+149.8% | $142,382+24.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.93% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $12,821 | $2,854+349.2% | $2,721+371.2% | $4,299+198.2% |
| Participant deferral / active EE | $6,721 | $4,454+50.9% | $4,175+61.0% | $6,507+3.3% |
| Admin fee / account holder | $2,717 | $5,568-51.2% | $5,349-49.2% | $12,624-78.5% |