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 4-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 | $157,937 | $89,753+76.0% | $107,525+46.9% | $84,808+86.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.74% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $9,655 | $3,113+210.1% | $3,754+157.2% | $2,631+267.0% |
| Participant deferral / active EE | $7,404 | $4,056+82.5% | $5,116+44.7% | $4,212+75.8% |
| Admin fee / account holder | $65,262 | $7,222+803.6% | $8,919+631.7% | $7,344+788.7% |