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 | $153,130 | $105,181+45.6% | $159,436-4.0% | $85,850+78.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.64% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,661 | $3,318-19.8% | $4,829-44.9% | $2,565+3.7% |
| Participant deferral / active EE | $7,866 | $5,945+32.3% | $7,352+7.0% | $3,952+99.1% |
| Admin fee / account holder | $11,245 | $6,933+62.2% | $10,799+4.1% | $6,260+79.6% |