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 | $235,601 | $159,901+47.3% | $146,958+60.3% | $145,922+61.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 98.13%-84.2pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,499 | $5,286-52.7% | $4,933-49.3% | $4,660-46.4% |
| Participant deferral / active EE | $13,101 | $8,428+55.4% | $8,070+62.3% | $6,688+95.9% |
| Admin fee / account holder | $7,028 | $15,044-53.3% | $12,998-45.9% | $13,397-47.5% |