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 | $210,156 | $111,535+88.4% | $105,223+99.7% | $137,256+53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.29% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,804 | $3,939+72.7% | $3,689+84.5% | $4,156+63.7% |
| Participant deferral / active EE | $11,730 | $5,500+113.3% | $5,072+131.3% | $6,407+83.1% |
| Admin fee / account holder | $1,843 | $9,721-81.0% | $8,859-79.2% | $12,270-85.0% |