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 | $204,887 | $81,632+151.0% | $70,449+190.8% | $158,922+28.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.54% | 208.40%-190.9pp | 109.03%-91.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $26,933 | $3,217+737.2% | $2,737+884.2% | $4,761+465.7% |
| Participant deferral / active EE | $13,000 | $4,554+185.5% | $3,709+250.5% | $5,982+117.3% |
| Admin fee / account holder | $2,777 | $6,193-55.2% | $3,845-27.8% | $11,246-75.3% |