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 3-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 | $151,163 | $58,208+159.7% | $81,812+84.8% | $80,856+87.0% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 64877.63% | 41.66%+64836.0pp | 773.79%+64103.8pp | 35.59%+64842.0pp |
| Employer contribution / active EE | $9,398 | $2,340+301.6% | $2,912+222.7% | $2,755+241.2% |
| Participant deferral / active EE | $11,258 | $3,281+243.1% | $4,319+160.7% | $4,296+162.1% |
| Admin fee / account holder | $2,506 | $4,981-49.7% | $7,386-66.1% | $6,918-63.8% |