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 | $211,649 | $111,535+89.8% | $105,223+101.1% | $137,256+54.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.38% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $22,608 | $3,939+473.9% | $3,689+512.9% | $4,156+444.0% |
| Participant deferral / active EE | $15,396 | $5,500+179.9% | $5,072+203.6% | $6,407+140.3% |
| Admin fee / account holder | $2,958 | $9,721-69.6% | $8,859-66.6% | $12,270-75.9% |