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 6-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 | $16,238 | $133,958-87.9% | $112,228-85.5% | $134,475-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 147.51% | 47.11%+100.4pp | 27.45%+120.1pp | 417.96%-270.4pp |
| Employer contribution / active EE | $11,924 | $4,038+195.3% | $3,635+228.1% | $4,740+151.6% |
| Participant deferral / active EE | $7,175 | $5,291+35.6% | $4,728+51.7% | $6,400+12.1% |
| Admin fee / account holder | $3,058 | $7,489-59.2% | $6,410-52.3% | $11,426-73.2% |