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 6-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 | $107,263 | $74,888+43.2% | $71,209+50.6% | $142,382-24.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.44% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $13,488 | $2,854+372.5% | $2,721+395.7% | $4,299+213.7% |
| Participant deferral / active EE | $8,064 | $4,454+81.0% | $4,175+93.1% | $6,507+23.9% |
| Admin fee / account holder | $18,059 | $5,568+224.3% | $5,349+237.6% | $12,624+43.1% |