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 | $224,152 | $100,773+122.4% | $88,946+152.0% | $142,382+57.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.90% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $20,126 | $2,918+589.8% | $2,555+687.7% | $4,299+368.1% |
| Participant deferral / active EE | $10,630 | $5,230+103.2% | $4,581+132.0% | $6,507+63.4% |
| Admin fee / account holder | $1,973 | $9,693-79.6% | $8,261-76.1% | $12,624-84.4% |