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 | $119,916 | $98,750+21.4% | $149,696-19.9% | $79,858+50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.35% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,682 | $3,216-16.6% | $4,644-42.3% | $2,471+8.5% |
| Participant deferral / active EE | $7,925 | $5,680+39.5% | $6,842+15.8% | $3,740+111.9% |
| Admin fee / account holder | $14,584 | $6,053+141.0% | $9,309+56.7% | $5,306+174.8% |