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 6-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 | $216,299 | $109,904+96.8% | $97,167+122.6% | $145,959+48.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.52% | 243.43%-227.9pp | 75.27%-59.7pp | 561.95%-546.4pp |
| Employer contribution / active EE | $15,000 | $3,084+386.3% | $2,729+449.6% | $4,661+221.8% |
| Participant deferral / active EE | $22,875 | $4,676+389.2% | $4,264+436.5% | $6,689+242.0% |
| Admin fee / account holder | $611 | $6,216-90.2% | $5,650-89.2% | $13,398-95.4% |