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 | $182,816 | $97,125+88.2% | $86,233+112.0% | $137,256+33.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 167.01% | 74.19%+92.8pp | 61.39%+105.6pp | 220.34%-53.3pp |
| Employer contribution / active EE | $1,283 | $2,841-54.9% | $2,504-48.8% | $4,156-69.1% |
| Participant deferral / active EE | $11,193 | $5,180+116.1% | $4,559+145.5% | $6,407+74.7% |
| Admin fee / account holder | $16,684 | $9,725+71.6% | $8,342+100.0% | $12,270+36.0% |