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 | $144,763 | $111,724+29.6% | $93,606+54.7% | $145,922-0.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.46% | 202.98%-181.5pp | 133.20%-111.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $6,887 | $3,090+122.9% | $2,420+184.6% | $4,660+47.8% |
| Participant deferral / active EE | $11,546 | $4,912+135.1% | $4,411+161.7% | $6,688+72.6% |
| Admin fee / account holder | $13,388 | $10,250+30.6% | $8,285+61.6% | $13,397-0.1% |