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 | $187,066 | $102,317+82.8% | $146,958+27.3% | $80,856+131.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.52% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $11,127 | $3,713+199.7% | $4,933+125.6% | $2,755+303.9% |
| Participant deferral / active EE | $12,981 | $6,644+95.4% | $8,070+60.9% | $4,296+202.2% |
| Admin fee / account holder | $19,633 | $7,941+147.2% | $12,998+51.0% | $6,918+183.8% |