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 | $158,744 | $118,680+33.8% | $98,907+60.5% | $158,922-0.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.85% | 372.35%-346.5pp | 196.43%-170.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $11,739 | $3,333+252.2% | $2,689+336.6% | $4,761+146.6% |
| Participant deferral / active EE | $27,105 | $5,088+432.7% | $4,244+538.6% | $5,982+353.1% |
| Admin fee / account holder | $1,275 | $10,131-87.4% | $6,642-80.8% | $11,246-88.7% |