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 | $208,107 | $150,187+38.6% | $120,354+72.9% | $145,922+42.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.71% | 154.07%-138.4pp | 107.15%-91.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $7,386 | $4,348+69.9% | $3,463+113.3% | $4,660+58.5% |
| Participant deferral / active EE | $11,040 | $6,173+78.8% | $4,991+121.2% | $6,688+65.1% |
| Admin fee / account holder | $1,052 | $12,207-91.4% | $9,423-88.8% | $13,397-92.2% |