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 7-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 | $162,191 | $68,097+138.2% | $62,929+157.7% | $137,256+18.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.31% | 1859.11%-1844.8pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,448 | $2,811+129.4% | $2,505+157.4% | $4,156+55.1% |
| Participant deferral / active EE | $8,851 | $4,553+94.4% | $3,888+127.6% | $6,407+38.2% |
| Admin fee / account holder | $10,648 | $6,521+63.3% | $5,065+110.2% | $12,270-13.2% |