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 8-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 | $198,769 | $102,317+94.3% | $146,958+35.3% | $80,856+145.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.08% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,479 | $3,713+47.6% | $4,933+11.1% | $2,755+98.9% |
| Participant deferral / active EE | $10,509 | $6,644+58.2% | $8,070+30.2% | $4,296+144.6% |
| Admin fee / account holder | $5,079 | $7,941-36.0% | $12,998-60.9% | $6,918-26.6% |