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 7-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 | $156,646 | $115,770+35.3% | $101,248+54.7% | $158,922-1.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.76% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,441 | $4,175-41.5% | $3,660-33.3% | $4,761-48.7% |
| Participant deferral / active EE | $26,838 | $4,957+441.4% | $4,370+514.1% | $5,982+348.6% |
| Admin fee / account holder | $856 | $7,245-88.2% | $5,945-85.6% | $11,246-92.4% |