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 7-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 | $230,921 | $159,901+44.4% | $146,958+57.1% | $145,922+58.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.26% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $10,542 | $5,286+99.4% | $4,933+113.7% | $4,660+126.3% |
| Participant deferral / active EE | $11,922 | $8,428+41.5% | $8,070+47.7% | $6,688+78.3% |
| Admin fee / account holder | $33,029 | $15,044+119.6% | $12,998+154.1% | $13,397+146.5% |