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 | $195,890 | $70,756+176.9% | $65,493+199.1% | $142,382+37.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 1754.89%-1736.2pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $8,442 | $2,881+193.1% | $2,574+227.9% | $4,299+96.4% |
| Participant deferral / active EE | $18,253 | $4,637+293.6% | $3,961+360.8% | $6,507+180.5% |
| Admin fee / account holder | $5,894 | $6,559-10.1% | $5,028+17.2% | $12,624-53.3% |