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 9-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 | $248,653 | $112,881+120.3% | $90,951+173.4% | $158,922+56.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.78% | 215.79%-197.0pp | 134.60%-115.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $5,313 | $2,893+83.6% | $2,122+150.4% | $4,761+11.6% |
| Participant deferral / active EE | $4,047 | $4,128-1.9% | $3,373+20.0% | $5,982-32.3% |
| Admin fee / account holder | $17,169 | $8,041+113.5% | $5,959+188.1% | $11,246+52.7% |