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 5-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 | $211,138 | $95,416+121.3% | $185,823+13.6% | $85,850+145.9% |
| Participation rate | 78.4% | 68.8%+9.7pp | 81.7%-3.3pp | 69.3%+9.1pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $11,372 | $3,314+243.2% | $5,167+120.1% | $2,565+343.3% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,249 | $7,213-68.8% | $16,237-86.1% | $6,260-64.1% |