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 | $204,043 | $105,126+94.1% | $94,646+115.6% | $139,434+46.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.78% | 38.03%-14.3pp | 156.71%-132.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $16,223 | $4,106+295.2% | $3,672+341.8% | $4,751+241.5% |
| Participant deferral / active EE | $21,676 | $7,599+185.2% | $7,418+192.2% | $6,710+223.0% |
| Admin fee / account holder | $6,718 | $8,984-25.2% | $7,231-7.1% | $11,403-41.1% |