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 5-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 | $248,688 | $156,846+58.6% | $121,098+105.4% | $139,434+78.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.11% | 1474.56%-1459.4pp | 985.75%-970.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $43,500 | $5,536+685.8% | $4,164+944.7% | $4,751+815.6% |
| Participant deferral / active EE | $22,500 | $4,844+364.5% | $4,080+451.5% | $6,710+235.3% |
| Admin fee / account holder | $1,323 | $6,946-81.0% | $5,644-76.6% | $11,403-88.4% |