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 4-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 | $159,607 | $111,724+42.9% | $93,606+70.5% | $145,922+9.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.14% | 202.98%-173.8pp | 133.20%-104.1pp | 561.29%-532.1pp |
| Employer contribution / active EE | $13,922 | $3,090+350.6% | $2,420+475.3% | $4,660+198.8% |
| Participant deferral / active EE | $17,775 | $4,912+261.9% | $4,411+302.9% | $6,688+165.8% |
| Admin fee / account holder | $1,637 | $10,250-84.0% | $8,285-80.2% | $13,397-87.8% |