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 | $206,549 | $99,921+106.7% | $85,009+143.0% | $145,959+41.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 83.89%-70.8pp | 66.47%-53.4pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,000 | $3,233+54.7% | $2,728+83.3% | $4,661+7.3% |
| Participant deferral / active EE | $28,750 | $5,293+443.2% | $4,522+535.8% | $6,689+329.8% |
| Admin fee / account holder | $433 | $7,252-94.0% | $6,153-93.0% | $13,398-96.8% |