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 9-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 | $135,215 | $96,305+40.4% | $80,569+67.8% | $139,434-3.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.10% | 1350.08%-1330.0pp | 935.43%-915.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $7,684 | $3,262+135.6% | $2,723+182.1% | $4,751+61.7% |
| Participant deferral / active EE | $8,687 | $5,232+66.0% | $4,447+95.3% | $6,710+29.5% |
| Admin fee / account holder | $13,410 | $6,599+103.2% | $5,377+149.4% | $11,403+17.6% |