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 | $206,351 | $175,202+17.8% | $149,673+37.9% | $139,434+48.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.15% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $49,535 | $5,474+804.9% | $4,818+928.2% | $4,751+942.7% |
| Participant deferral / active EE | $29,093 | $6,519+346.3% | $5,680+412.2% | $6,710+333.6% |
| Admin fee / account holder | $342 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |