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 | $221,004 | $111,724+97.8% | $93,606+136.1% | $145,922+51.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.47% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $23,492 | $3,090+660.3% | $2,420+870.8% | $4,660+404.2% |
| Participant deferral / active EE | $10,000 | $4,912+103.6% | $4,411+126.7% | $6,688+49.5% |
| Admin fee / account holder | $827 | $10,250-91.9% | $8,285-90.0% | $13,397-93.8% |