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 | $149,267 | $102,966+45.0% | $90,281+65.3% | $152,861-2.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.14% | 95.16%-69.0pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $25,000 | $3,139+696.5% | $2,854+775.8% | $4,762+425.0% |
| Participant deferral / active EE | $25,500 | $4,281+495.6% | $3,885+556.3% | $5,850+335.9% |
| Admin fee / account holder | $390 | $6,171-93.7% | $5,351-92.7% | $11,596-96.6% |