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 | $192,217 | $114,381+68.0% | $107,525+78.8% | $142,382+35.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.71% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $11,941 | $4,015+197.4% | $3,754+218.1% | $4,299+177.8% |
| Participant deferral / active EE | $39,136 | $5,564+603.4% | $5,116+665.0% | $6,507+501.4% |
| Admin fee / account holder | $3,017 | $9,860-69.4% | $8,919-66.2% | $12,624-76.1% |