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 | $232,956 | $148,534+56.8% | $135,903+71.4% | $139,434+67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.86% | 79.19%-55.3pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,512 | $5,243-52.1% | $4,856-48.3% | $4,751-47.1% |
| Participant deferral / active EE | $20,166 | $8,100+149.0% | $7,758+159.9% | $6,710+200.5% |
| Admin fee / account holder | $11,694 | $12,400-5.7% | $10,762+8.7% | $11,403+2.6% |