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 | $214,508 | $126,574+69.5% | $106,213+102.0% | $145,922+47.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.89% | 224.79%-215.9pp | 116.14%-107.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $7,920 | $3,730+112.3% | $3,171+149.7% | $4,660+70.0% |
| Participant deferral / active EE | $28,000 | $5,724+389.2% | $5,016+458.2% | $6,688+318.7% |
| Admin fee / account holder | $2,771 | $17,304-84.0% | $11,033-74.9% | $13,397-79.3% |