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 5-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 | $151,968 | $210,648-27.9% | $177,989-14.6% | $145,922+4.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.44% | 385.86%-363.4pp | 294.48%-272.0pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,170 | $4,565-52.5% | $3,949-45.1% | $4,660-53.4% |
| Participant deferral / active EE | $17,214 | $6,958+147.4% | $6,276+174.3% | $6,688+157.4% |
| Admin fee / account holder | $1,100 | $12,013-90.8% | $10,363-89.4% | $13,397-91.8% |