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 | $122,158 | $226,064-46.0% | $182,532-33.1% | $152,861-20.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.70% | 192.51%-170.8pp | 148.54%-126.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $6,680 | $4,978+34.2% | $4,076+63.9% | $4,762+40.3% |
| Participant deferral / active EE | $13,750 | $6,368+115.9% | $5,524+148.9% | $5,850+135.0% |
| Admin fee / account holder | $5,769 | $10,703-46.1% | $8,592-32.9% | $11,596-50.2% |