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 | $198,815 | $96,635+105.7% | $86,612+129.5% | $139,434+42.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.29% | 106.41%-84.1pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $16,986 | $3,263+420.6% | $3,022+462.0% | $4,751+257.5% |
| Participant deferral / active EE | $7,500 | $4,836+55.1% | $4,438+69.0% | $6,710+11.8% |
| Admin fee / account holder | $304 | $6,408-95.3% | $5,614-94.6% | $11,403-97.3% |