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 | $141,217 | $102,382+37.9% | $147,005-3.9% | $80,874+74.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.32% | 134.89%-121.6pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $15,326 | $3,715+312.6% | $4,934+210.6% | $2,756+456.2% |
| Participant deferral / active EE | $16,403 | $6,646+146.8% | $8,070+103.3% | $4,297+281.7% |
| Admin fee / account holder | $7,775 | $7,942-2.1% | $13,006-40.2% | $6,935+12.1% |