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 | $239,530 | $88,751+169.9% | $81,812+192.8% | $145,922+64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.64% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,999 | $3,083-35.2% | $2,912-31.4% | $4,660-57.1% |
| Participant deferral / active EE | $13,708 | $4,643+195.2% | $4,319+217.4% | $6,688+105.0% |
| Admin fee / account holder | $3,971 | $8,415-52.8% | $7,386-46.2% | $13,397-70.4% |