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 10-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 | $248,781 | $53,822+362.2% | $75,696+228.7% | $85,850+189.8% |
| Participation rate | 98.9% | 69.1%+29.9pp | 74.8%+24.1pp | 69.3%+29.6pp |
| Annual return | 15.02% | 24.54%-9.5pp | 104.53%-89.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $13,737 | $2,017+581.2% | $2,743+400.9% | $2,565+435.5% |
| Participant deferral / active EE | $13,398 | $2,895+362.8% | $3,821+250.6% | $3,952+239.0% |
| Admin fee / account holder | $26,841 | $3,343+703.0% | $3,619+641.7% | $6,260+328.8% |