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 4-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 | $201,250 | $185,822+8.3% | $169,993+18.4% | $139,434+44.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.05% | 60.50%-48.4pp | 53.37%-41.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $43,500 | $7,590+473.1% | $6,785+541.1% | $4,751+815.6% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $836 | $15,381-94.6% | $12,815-93.5% | $11,403-92.7% |