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 7-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 | $141,613 | $158,398-10.6% | $126,539+11.9% | $142,382-0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.57% | 593.76%-577.2pp | 425.95%-409.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,229 | $4,650+34.0% | $3,674+69.5% | $4,299+44.9% |
| Participant deferral / active EE | $21,043 | $4,767+341.4% | $4,083+415.4% | $6,507+223.4% |
| Admin fee / account holder | $17,497 | $6,918+152.9% | $6,065+188.5% | $12,624+38.6% |