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 | $207,213 | $118,849+74.3% | $96,562+114.6% | $167,490+23.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.84% | 50.49%-29.6pp | 37.78%-16.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $5,470 | $3,120+75.4% | $2,356+132.1% | $4,837+13.1% |
| Participant deferral / active EE | $11,730 | $4,616+154.1% | $3,849+204.8% | $6,341+85.0% |
| Admin fee / account holder | $2,135 | $8,065-73.5% | $6,181-65.5% | $12,309-82.7% |