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 | $191,026 | $99,921+91.2% | $85,009+124.7% | $145,959+30.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.30% | 83.89%-67.6pp | 66.47%-50.2pp | 561.95%-545.6pp |
| Employer contribution / active EE | $8,337 | $3,233+157.9% | $2,728+205.6% | $4,661+78.9% |
| Participant deferral / active EE | $13,838 | $5,293+161.5% | $4,522+206.0% | $6,689+106.9% |
| Admin fee / account holder | $48,969 | $7,252+575.3% | $6,153+695.9% | $13,398+265.5% |