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 | $207,935 | $104,974+98.1% | $95,585+117.5% | $142,382+46.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.42% | 210.33%-196.9pp | 38.56%-25.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,965 | $2,779+258.6% | $2,527+294.4% | $4,299+131.8% |
| Participant deferral / active EE | $5,513 | $4,352+26.7% | $4,023+37.0% | $6,507-15.3% |
| Admin fee / account holder | $18,924 | $6,386+196.3% | $6,127+208.8% | $12,624+49.9% |