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 10-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 | $178,432 | $70,756+152.2% | $65,493+172.4% | $142,382+25.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.11% | 1754.89%-1738.8pp | 982.45%-966.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,805 | $2,881+170.9% | $2,574+203.2% | $4,299+81.5% |
| Participant deferral / active EE | $6,889 | $4,637+48.5% | $3,961+73.9% | $6,507+5.9% |
| Admin fee / account holder | $4,936 | $6,559-24.7% | $5,028-1.8% | $12,624-60.9% |