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 | $245,656 | $166,020+48.0% | $164,866+49.0% | $145,959+68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.74% | 100.08%-89.3pp | 69.97%-59.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $7,541 | $5,275+43.0% | $4,343+73.6% | $4,661+61.8% |
| Participant deferral / active EE | $20,498 | $6,961+194.5% | $6,033+239.8% | $6,689+206.5% |
| Admin fee / account holder | $2,046 | $16,644-87.7% | $12,689-83.9% | $13,398-84.7% |