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 | $106,974 | $175,202-38.9% | $149,673-28.5% | $139,434-23.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.49% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $12,402 | $5,474+126.6% | $4,818+157.4% | $4,751+161.1% |
| Participant deferral / active EE | $17,599 | $6,519+170.0% | $5,680+209.8% | $6,710+162.3% |
| Admin fee / account holder | $1,377 | $16,150-91.5% | $13,210-89.6% | $11,403-87.9% |