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 | $144,644 | $70,606+104.9% | $53,898+168.4% | $142,382+1.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.96% | 619.81%-607.9pp | 528.60%-516.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $7,194 | $1,202+498.4% | $932+671.8% | $4,299+67.3% |
| Participant deferral / active EE | $20,456 | $2,364+765.3% | $1,826+1020.1% | $6,507+214.4% |
| Admin fee / account holder | $8,415 | $2,852+195.1% | $2,491+237.8% | $12,624-33.3% |