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 | $202,041 | $112,881+79.0% | $90,951+122.1% | $158,922+27.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.57% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $37,750 | $2,893+1204.8% | $2,122+1679.0% | $4,761+692.9% |
| Participant deferral / active EE | $22,500 | $4,128+445.1% | $3,373+567.1% | $5,982+276.1% |
| Admin fee / account holder | $3,082 | $8,041-61.7% | $5,959-48.3% | $11,246-72.6% |