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 | $144,392 | $209,336-31.0% | $197,124-26.8% | $137,256+5.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.83% | 48.09%-24.3pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $12,782 | $6,591+93.9% | $6,227+105.2% | $4,156+207.5% |
| Participant deferral / active EE | $17,950 | $9,614+86.7% | $9,135+96.5% | $6,407+180.2% |
| Admin fee / account holder | $30,179 | $17,308+74.4% | $16,298+85.2% | $12,270+146.0% |