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 | $192,055 | $102,966+86.5% | $90,281+112.7% | $152,861+25.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.27% | 95.16%-81.9pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $5,092 | $3,139+62.2% | $2,854+78.4% | $4,762+6.9% |
| Participant deferral / active EE | $3,470 | $4,281-18.9% | $3,885-10.7% | $5,850-40.7% |
| Admin fee / account holder | $59,800 | $6,171+869.1% | $5,351+1017.5% | $11,596+415.7% |