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 | $167,238 | $109,817+52.3% | $98,442+69.9% | $167,490-0.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.75% | 1956.69%-1938.9pp | 1492.73%-1475.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $38,604 | $3,224+1097.4% | $2,960+1204.3% | $4,837+698.0% |
| Participant deferral / active EE | $12,394 | $4,673+165.2% | $4,276+189.8% | $6,341+95.4% |
| Admin fee / account holder | $994 | $6,753-85.3% | $5,949-83.3% | $12,309-91.9% |