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 | $147,915 | $70,756+109.0% | $65,493+125.8% | $142,382+3.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.83% | 1754.89%-1733.1pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,006 | $2,881+108.5% | $2,574+133.3% | $4,299+39.7% |
| Participant deferral / active EE | $17,614 | $4,637+279.8% | $3,961+344.7% | $6,507+170.7% |
| Admin fee / account holder | $1,089 | $6,559-83.4% | $5,028-78.4% | $12,624-91.4% |