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 9-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 | $210,424 | $106,890+96.9% | $84,015+150.5% | $152,861+37.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.43% | 104.99%-89.6pp | 71.31%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $14,426 | $2,734+427.6% | $1,983+627.3% | $4,762+202.9% |
| Participant deferral / active EE | $7,610 | $4,011+89.7% | $3,239+135.0% | $5,850+30.1% |
| Admin fee / account holder | $4,352 | $8,285-47.5% | $6,101-28.7% | $11,596-62.5% |