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 | $91,262 | $76,738+18.9% | $56,411+61.8% | $145,922-37.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,989 | $1,380+44.1% | $1,039+91.5% | $4,660-57.3% |
| Participant deferral / active EE | $7,761 | $2,623+195.9% | $1,952+297.6% | $6,688+16.0% |
| Admin fee / account holder | $514 | $3,334-84.6% | $2,829-81.8% | $13,397-96.2% |