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 9-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 | $157,910 | $83,902+88.2% | $167,512-5.7% | $84,808+86.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.61% | 91.55%-73.9pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,771 | $2,264+22.4% | $3,882-28.6% | $2,631+5.3% |
| Participant deferral / active EE | $16,292 | $4,442+266.7% | $6,405+154.4% | $4,212+286.8% |
| Admin fee / account holder | $7,752 | $7,915-2.1% | $9,769-20.6% | $7,344+5.6% |