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 | $160,171 | $102,966+55.6% | $90,281+77.4% | $152,861+4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.57% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,710 | $3,139-13.7% | $2,854-5.1% | $4,762-43.1% |
| Participant deferral / active EE | $12,495 | $4,281+191.8% | $3,885+221.6% | $5,850+113.6% |
| Admin fee / account holder | $467 | $6,171-92.4% | $5,351-91.3% | $11,596-96.0% |