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 | $149,832 | $77,813+92.6% | $123,544+21.3% | $64,186+133.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 31.00% | 12.48%+18.5pp | 119.20%-88.2pp | 7.63%+23.4pp |
| Employer contribution / active EE | $43,641 | $3,014+1348.0% | $4,628+843.0% | $2,381+1733.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,562 | $5,519+109.5% | $9,284+24.5% | $4,888+136.5% |