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 9-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 | $168,491 | $102,966+63.6% | $90,281+86.6% | $152,861+10.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.58% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $14,609 | $3,139+365.5% | $2,854+411.8% | $4,762+206.8% |
| Participant deferral / active EE | $6,647 | $4,281+55.2% | $3,885+71.1% | $5,850+13.6% |
| Admin fee / account holder | $6,644 | $6,171+7.7% | $5,351+24.2% | $11,596-42.7% |