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 10-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 | $229,602 | $175,202+31.1% | $149,673+53.4% | $139,434+64.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.12% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $13,414 | $5,474+145.0% | $4,818+178.4% | $4,751+182.4% |
| Participant deferral / active EE | $12,180 | $6,519+86.8% | $5,680+114.4% | $6,710+81.5% |
| Admin fee / account holder | $664 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |