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 | $245,826 | $108,919+125.7% | $100,391+144.9% | $145,922+68.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.04% | 57.88%-42.8pp | 49.20%-34.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $26,672 | $4,419+503.5% | $3,942+576.7% | $4,660+472.4% |
| Participant deferral / active EE | $17,128 | $8,445+102.8% | $8,082+111.9% | $6,688+156.1% |
| Admin fee / account holder | $333 | $9,689-96.6% | $7,899-95.8% | $13,397-97.5% |