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 10-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 | $155,533 | $109,982+41.4% | $97,226+60.0% | $145,922+6.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 242.90%-234.4pp | 75.13%-66.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $5,459 | $3,084+77.0% | $2,729+100.1% | $4,660+17.2% |
| Participant deferral / active EE | $6,543 | $4,676+39.9% | $4,264+53.5% | $6,688-2.2% |
| Admin fee / account holder | $464 | $6,221-92.5% | $5,654-91.8% | $13,397-96.5% |