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 6-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 | $147,667 | $112,096+31.7% | $95,952+53.9% | $158,922-7.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,573 | $3,198+136.8% | $2,541+198.0% | $4,761+59.1% |
| Participant deferral / active EE | $5,108 | $4,784+6.8% | $4,167+22.6% | $5,982-14.6% |
| Admin fee / account holder | $73,671 | $10,130+627.2% | $6,795+984.1% | $11,246+555.1% |