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 | $212,378 | $74,888+183.6% | $71,209+198.2% | $142,382+49.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.62% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,385 | $2,854-51.5% | $2,721-49.1% | $4,299-67.8% |
| Participant deferral / active EE | $25,530 | $4,454+473.1% | $4,175+511.5% | $6,507+292.3% |
| Admin fee / account holder | $1,805 | $5,568-67.6% | $5,349-66.3% | $12,624-85.7% |