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 | $110,281 | $70,606+56.2% | $53,898+104.6% | $142,382-22.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.24% | 619.81%-608.6pp | 528.60%-517.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,515 | $1,202+275.6% | $932+384.4% | $4,299+5.0% |
| Participant deferral / active EE | $10,759 | $2,364+355.1% | $1,826+489.1% | $6,507+65.3% |
| Admin fee / account holder | $236,350 | $2,852+8188.3% | $2,491+9388.9% | $12,624+1772.3% |