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 4-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 | $127,296 | $133,922-4.9% | $116,228+9.5% | $142,382-10.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.31% | 147.76%-127.5pp | 90.06%-69.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $12,563 | $3,446+264.6% | $2,994+319.5% | $4,299+192.2% |
| Participant deferral / active EE | $30,547 | $5,672+438.5% | $4,953+516.7% | $6,507+369.4% |
| Admin fee / account holder | $621 | $14,945-95.8% | $11,989-94.8% | $12,624-95.1% |