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 | $239,959 | $158,398+51.5% | $126,539+89.6% | $142,382+68.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.52% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,615 | $4,650+149.8% | $3,674+216.1% | $4,299+170.2% |
| Participant deferral / active EE | $26,000 | $4,767+445.4% | $4,083+536.8% | $6,507+299.6% |
| Admin fee / account holder | $4,987 | $6,918-27.9% | $6,065-17.8% | $12,624-60.5% |