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 | $114,202 | $226,064-49.5% | $182,532-37.4% | $152,861-25.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.90% | 192.51%-175.6pp | 148.54%-131.6pp | 345.32%-328.4pp |
| Employer contribution / active EE | $32,000 | $4,978+542.8% | $4,076+685.1% | $4,762+571.9% |
| Participant deferral / active EE | $22,000 | $6,368+245.5% | $5,524+298.2% | $5,850+276.1% |
| Admin fee / account holder | $523 | $10,703-95.1% | $8,592-93.9% | $11,596-95.5% |