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 | $229,728 | $159,901+43.7% | $146,958+56.3% | $145,922+57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.85% | 98.13%-72.3pp | 418.34%-392.5pp | 561.29%-535.4pp |
| Employer contribution / active EE | $50,468 | $5,286+854.7% | $4,933+923.1% | $4,660+983.1% |
| Participant deferral / active EE | $15,777 | $8,428+87.2% | $8,070+95.5% | $6,688+135.9% |
| Admin fee / account holder | $770 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |