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 | $153,701 | $109,904+39.9% | $97,167+58.2% | $145,959+5.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.88% | 243.43%-225.6pp | 75.27%-57.4pp | 561.95%-544.1pp |
| Employer contribution / active EE | $5,490 | $3,084+78.0% | $2,729+101.2% | $4,661+17.8% |
| Participant deferral / active EE | $31,992 | $4,676+584.2% | $4,264+650.4% | $6,689+378.3% |
| Admin fee / account holder | $14,538 | $6,216+133.9% | $5,650+157.3% | $13,398+8.5% |