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 | $189,468 | $127,065+49.1% | $113,168+67.4% | $142,382+33.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.88% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $7,807 | $3,442+126.8% | $2,975+162.4% | $4,299+81.6% |
| Participant deferral / active EE | $7,008 | $5,716+22.6% | $5,107+37.2% | $6,507+7.7% |
| Admin fee / account holder | $37,288 | $15,736+137.0% | $12,068+209.0% | $12,624+195.4% |