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 | $201,492 | $88,751+127.0% | $81,812+146.3% | $145,922+38.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.54% | 1025.40%-989.9pp | 773.79%-738.2pp | 561.29%-525.7pp |
| Employer contribution / active EE | $8,817 | $3,083+186.0% | $2,912+202.8% | $4,660+89.2% |
| Participant deferral / active EE | $11,540 | $4,643+148.5% | $4,319+167.2% | $6,688+72.6% |
| Admin fee / account holder | $7,071 | $8,415-16.0% | $7,386-4.3% | $13,397-47.2% |