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 3-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 | $88,839 | $74,888+18.6% | $71,209+24.8% | $142,382-37.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.32% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $12,388 | $2,854+334.0% | $2,721+355.3% | $4,299+188.2% |
| Participant deferral / active EE | $17,354 | $4,454+289.6% | $4,175+315.6% | $6,507+166.7% |
| Admin fee / account holder | $2,161 | $5,568-61.2% | $5,349-59.6% | $12,624-82.9% |