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 | $165,914 | $214,378-22.6% | $200,582-17.3% | $142,382+16.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.37% | 46.41%-25.0pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $35,665 | $6,841+421.3% | $6,419+455.6% | $4,299+729.6% |
| Participant deferral / active EE | $9,969 | $9,865+1.1% | $9,331+6.8% | $6,507+53.2% |
| Admin fee / account holder | $8,845 | $17,692-50.0% | $16,305-45.8% | $12,624-29.9% |