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 | $162,392 | $150,187+8.1% | $120,354+34.9% | $145,922+11.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.65% | 154.07%-136.4pp | 107.15%-89.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $6,391 | $4,348+47.0% | $3,463+84.6% | $4,660+37.2% |
| Participant deferral / active EE | $6,640 | $6,173+7.6% | $4,991+33.0% | $6,688-0.7% |
| Admin fee / account holder | $31,823 | $12,207+160.7% | $9,423+237.7% | $13,397+137.5% |