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 | $151,805 | $109,982+38.0% | $97,226+56.1% | $145,922+4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.86% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,000 | $3,084+29.7% | $2,729+46.6% | $4,660-14.2% |
| Participant deferral / active EE | $16,533 | $4,676+253.6% | $4,264+287.8% | $6,688+147.2% |
| Admin fee / account holder | $1,565 | $6,221-74.8% | $5,654-72.3% | $13,397-88.3% |