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 | $209,719 | $102,317+105.0% | $146,958+42.7% | $80,856+159.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.23% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $11,954 | $3,713+221.9% | $4,933+142.3% | $2,755+333.9% |
| Participant deferral / active EE | $12,345 | $6,644+85.8% | $8,070+53.0% | $4,296+187.4% |
| Admin fee / account holder | $2,287 | $7,941-71.2% | $12,998-82.4% | $6,918-66.9% |