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 5-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 | $174,630 | $118,427+47.5% | $66,042+164.4% | $142,382+22.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.67% | 35.57%-17.9pp | 52.11%-34.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $12,685 | $2,570+393.7% | $1,579+703.2% | $4,299+195.1% |
| Participant deferral / active EE | $19,417 | $4,311+350.4% | $2,835+584.8% | $6,507+198.4% |
| Admin fee / account holder | $3,659 | $9,593-61.9% | $5,747-36.3% | $12,624-71.0% |