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 | $146,520 | $107,334+36.5% | $92,893+57.7% | $152,861-4.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.52% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,703 | $4,221+11.4% | $3,653+28.8% | $4,762-1.2% |
| Participant deferral / active EE | $16,667 | $4,845+244.0% | $4,236+293.4% | $5,850+184.9% |
| Admin fee / account holder | $50,620 | $7,079+615.0% | $5,794+773.7% | $11,596+336.5% |