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 | $231,947 | $117,841+96.8% | $102,423+126.5% | $145,922+59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.17% | 31.65%-14.5pp | 29.32%-12.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,841 | $3,615+33.9% | $3,023+60.1% | $4,660+3.9% |
| Participant deferral / active EE | $20,189 | $5,731+252.3% | $5,053+299.6% | $6,688+201.9% |
| Admin fee / account holder | $1,271 | $13,326-90.5% | $9,451-86.5% | $13,397-90.5% |