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 | $97,382 | $76,738+26.9% | $56,411+72.6% | $145,922-33.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.78% | 2994.23%-2982.4pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,316 | $1,380+67.8% | $1,039+123.0% | $4,660-50.3% |
| Participant deferral / active EE | $21,738 | $2,623+728.9% | $1,952+1013.7% | $6,688+225.0% |
| Admin fee / account holder | $731 | $3,334-78.1% | $2,829-74.2% | $13,397-94.5% |