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 | $223,126 | $148,534+50.2% | $135,903+64.2% | $139,434+60.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.22% | 79.19%-54.0pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $14,553 | $5,243+177.6% | $4,856+199.7% | $4,751+206.3% |
| Participant deferral / active EE | $11,819 | $8,100+45.9% | $7,758+52.3% | $6,710+76.1% |
| Admin fee / account holder | $161,562 | $12,400+1202.9% | $10,762+1401.2% | $11,403+1316.9% |