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 | $141,345 | $105,126+34.5% | $94,646+49.3% | $139,434+1.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.04% | 38.03%-17.0pp | 156.71%-135.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $41,815 | $4,106+918.5% | $3,672+1038.7% | $4,751+780.2% |
| Participant deferral / active EE | $25,188 | $7,599+231.4% | $7,418+239.5% | $6,710+275.4% |
| Admin fee / account holder | $881 | $8,984-90.2% | $7,231-87.8% | $11,403-92.3% |