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 6-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 | $123,236 | $108,919+13.1% | $100,391+22.8% | $145,922-15.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 57.88%-46.7pp | 49.20%-38.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $20,015 | $4,419+352.9% | $3,942+407.8% | $4,660+329.5% |
| Participant deferral / active EE | $10,625 | $8,445+25.8% | $8,082+31.5% | $6,688+58.9% |
| Admin fee / account holder | $708 | $9,689-92.7% | $7,899-91.0% | $13,397-94.7% |