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 | $123,177 | $102,616+20.0% | $81,983+50.2% | $158,922-22.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 26.44% | 61.04%-34.6pp | 41.31%-14.9pp | 302.83%-276.4pp |
| Employer contribution / active EE | $20,194 | $3,240+523.3% | $2,498+708.4% | $4,761+324.1% |
| Participant deferral / active EE | $14,103 | $4,648+203.4% | $3,722+278.9% | $5,982+135.8% |
| Admin fee / account holder | $23,513 | $8,235+185.5% | $5,664+315.1% | $11,246+109.1% |