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 | $224,143 | $106,584+110.3% | $101,326+121.2% | $142,382+57.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.73% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,834 | $3,956-3.1% | $3,665+4.6% | $4,299-10.8% |
| Participant deferral / active EE | $18,240 | $8,297+119.8% | $7,994+128.2% | $6,507+180.3% |
| Admin fee / account holder | $405 | $11,446-96.5% | $11,185-96.4% | $12,624-96.8% |