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 8-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 | $117,842 | $83,902+40.5% | $167,512-29.7% | $84,808+39.0% |
| Participation rate | 87.9% | 66.5%+21.5pp | 77.1%+10.9pp | 68.3%+19.6pp |
| Annual return | 17.71% | 91.55%-73.8pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,701 | $2,264+240.2% | $3,882+98.4% | $2,631+192.7% |
| Participant deferral / active EE | $13,767 | $4,442+209.9% | $6,405+115.0% | $4,212+226.9% |
| Admin fee / account holder | $8,316 | $7,915+5.1% | $9,769-14.9% | $7,344+13.2% |