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 | $141,378 | $132,634+6.6% | $115,768+22.1% | $137,256+3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.05% | 160.70%-140.7pp | 100.46%-80.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $18,174 | $3,360+441.0% | $2,940+518.2% | $4,156+337.3% |
| Participant deferral / active EE | $26,615 | $5,619+373.7% | $4,917+441.3% | $6,407+315.4% |
| Admin fee / account holder | $22,348 | $15,028+48.7% | $12,439+79.7% | $12,270+82.1% |