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 4-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 | $188,951 | $89,355+111.5% | $141,162+33.9% | $72,985+158.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.76% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $17,764 | $3,114+470.4% | $4,735+275.2% | $2,440+628.1% |
| Participant deferral / active EE | $15,203 | $5,418+180.6% | $6,709+126.6% | $3,607+321.4% |
| Admin fee / account holder | $27,981 | $5,958+369.6% | $10,261+172.7% | $5,124+446.0% |