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 6-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 | $145,352 | $70,756+105.4% | $65,493+121.9% | $142,382+2.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 1754.89%-1740.5pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $20,513 | $2,881+612.1% | $2,574+696.9% | $4,299+377.1% |
| Participant deferral / active EE | $15,263 | $4,637+229.1% | $3,961+285.3% | $6,507+134.6% |
| Admin fee / account holder | $36,269 | $6,559+453.0% | $5,028+621.3% | $12,624+187.3% |