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 | $181,680 | $48,795+272.3% | $65,493+177.4% | $84,808+114.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.82% | 20.20%-8.4pp | 982.45%-970.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $14,412 | $1,930+646.9% | $2,574+459.9% | $2,631+447.8% |
| Participant deferral / active EE | $13,017 | $2,928+344.5% | $3,961+228.6% | $4,212+209.1% |
| Admin fee / account holder | $25,001 | $3,877+544.9% | $5,028+397.2% | $7,344+240.4% |