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 | $155,798 | $102,966+51.3% | $90,281+72.6% | $152,861+1.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.43% | 95.16%-67.7pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $10,851 | $3,139+245.7% | $2,854+280.1% | $4,762+127.8% |
| Participant deferral / active EE | $14,320 | $4,281+234.5% | $3,885+268.6% | $5,850+144.8% |
| Admin fee / account holder | $972 | $6,171-84.2% | $5,351-81.8% | $11,596-91.6% |