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 8-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 | $158,523 | $96,305+64.6% | $80,569+96.8% | $139,434+13.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.30% | 1350.08%-1332.8pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $21,778 | $3,262+567.6% | $2,723+699.6% | $4,751+358.4% |
| Participant deferral / active EE | $11,250 | $5,232+115.0% | $4,447+153.0% | $6,710+67.7% |
| Admin fee / account holder | $2,212 | $6,599-66.5% | $5,377-58.9% | $11,403-80.6% |