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 | $147,521 | $70,606+108.9% | $53,898+173.7% | $142,382+3.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.64% | 619.81%-609.2pp | 528.60%-518.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $797 | $1,202-33.7% | $932-14.5% | $4,299-81.5% |
| Participant deferral / active EE | $7,188 | $2,364+204.1% | $1,826+293.6% | $6,507+10.5% |
| Admin fee / account holder | $8,399 | $2,852+194.5% | $2,491+237.2% | $12,624-33.5% |