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 | $185,142 | $85,022+117.8% | $70,515+162.6% | $139,434+32.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.95% | 30.38%-9.4pp | 32.77%-11.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $9,278 | $3,909+137.3% | $2,973+212.0% | $4,751+95.3% |
| Participant deferral / active EE | $9,000 | $5,890+52.8% | $4,567+97.1% | $6,710+34.1% |
| Admin fee / account holder | $422 | $8,906-95.3% | $6,412-93.4% | $11,403-96.3% |