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 | $120,383 | $70,756+70.1% | $65,493+83.8% | $142,382-15.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.42% | 1754.89%-1734.5pp | 982.45%-962.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $7,121 | $2,881+147.2% | $2,574+176.6% | $4,299+65.6% |
| Participant deferral / active EE | $8,734 | $4,637+88.4% | $3,961+120.5% | $6,507+34.2% |
| Admin fee / account holder | $1,074 | $6,559-83.6% | $5,028-78.6% | $12,624-91.5% |