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 | $167,806 | $95,416+75.9% | $185,823-9.7% | $85,850+95.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.91% | 23.59%-8.7pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $24,276 | $3,314+632.6% | $5,167+369.8% | $2,565+846.4% |
| Participant deferral / active EE | $14,247 | $3,423+316.2% | $5,568+155.9% | $3,952+260.5% |
| Admin fee / account holder | $52,764 | $7,213+631.5% | $16,237+225.0% | $6,260+742.9% |