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 | $180,731 | $133,922+35.0% | $116,228+55.5% | $142,382+26.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.83% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,802 | $3,446+10.3% | $2,994+27.0% | $4,299-11.6% |
| Participant deferral / active EE | $8,253 | $5,672+45.5% | $4,953+66.6% | $6,507+26.8% |
| Admin fee / account holder | $1,033 | $14,945-93.1% | $11,989-91.4% | $12,624-91.8% |