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 6-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 | $242,863 | $102,317+137.4% | $146,958+65.3% | $80,856+200.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.95% | 134.76%-107.8pp | 418.34%-391.4pp | 35.59%-8.6pp |
| Employer contribution / active EE | $7,010 | $3,713+88.8% | $4,933+42.1% | $2,755+154.5% |
| Participant deferral / active EE | $8,335 | $6,644+25.5% | $8,070+3.3% | $4,296+94.0% |
| Admin fee / account holder | $1,075 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |