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 8-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 | $136,537 | $102,317+33.4% | $146,958-7.1% | $80,856+68.9% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 24.52% | 134.76%-110.2pp | 418.34%-393.8pp | 35.59%-11.1pp |
| Employer contribution / active EE | $8,778 | $3,713+136.4% | $4,933+78.0% | $2,755+218.6% |
| Participant deferral / active EE | $21,460 | $6,644+223.0% | $8,070+165.9% | $4,296+399.6% |
| Admin fee / account holder | $6,015 | $7,941-24.3% | $12,998-53.7% | $6,918-13.1% |