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 | $231,882 | $156,846+47.8% | $121,098+91.5% | $139,434+66.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.98% | 1474.56%-1461.6pp | 985.75%-972.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $5,936 | $5,536+7.2% | $4,164+42.6% | $4,751+25.0% |
| Participant deferral / active EE | $11,245 | $4,844+132.1% | $4,080+175.6% | $6,710+67.6% |
| Admin fee / account holder | $553 | $6,946-92.0% | $5,644-90.2% | $11,403-95.2% |