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 | $109,223 | $109,982-0.7% | $97,226+12.3% | $145,922-25.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.95% | 242.90%-227.0pp | 75.13%-59.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,644 | $3,084+50.6% | $2,729+70.2% | $4,660-0.3% |
| Participant deferral / active EE | $13,528 | $4,676+189.3% | $4,264+217.3% | $6,688+102.3% |
| Admin fee / account holder | $12,583 | $6,221+102.3% | $5,654+122.6% | $13,397-6.1% |