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 7-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 | $213,408 | $105,998+101.3% | $92,233+131.4% | $147,584+44.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.48% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $13,063 | $4,333+201.5% | $3,679+255.0% | $4,876+167.9% |
| Participant deferral / active EE | $10,397 | $4,478+132.2% | $3,897+166.8% | $5,439+91.2% |
| Admin fee / account holder | $15,000 | $6,332+136.9% | $5,194+188.8% | $10,885+37.8% |