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 | $217,505 | $65,703+231.0% | $94,224+130.8% | $59,632+264.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 9.95% | 5.22%+4.7pp | 10.68%-0.7pp | 2041.28%-2031.3pp |
| Employer contribution / active EE | $17,439 | $2,021+763.1% | $3,587+386.2% | $2,203+691.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $34,620 | $4,264+711.9% | $6,269+452.2% | $4,297+705.7% |