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 | $248,143 | $158,398+56.7% | $126,539+96.1% | $142,382+74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.18% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $23,750 | $4,650+410.8% | $3,674+546.4% | $4,299+452.4% |
| Participant deferral / active EE | $11,250 | $4,767+136.0% | $4,083+175.6% | $6,507+72.9% |
| Admin fee / account holder | $593 | $6,918-91.4% | $6,065-90.2% | $12,624-95.3% |