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 7-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 | $185,563 | $175,202+5.9% | $149,673+24.0% | $139,434+33.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.71% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $29,659 | $5,474+441.8% | $4,818+515.6% | $4,751+524.3% |
| Participant deferral / active EE | $10,309 | $6,519+58.1% | $5,680+81.5% | $6,710+53.6% |
| Admin fee / account holder | $25,512 | $16,150+58.0% | $13,210+93.1% | $11,403+123.7% |