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 | $242,387 | $68,097+255.9% | $62,929+285.2% | $137,256+76.6% |
| Participation rate | 95.2% | 77.4%+17.8pp | 73.1%+22.1pp | 80.0%+15.3pp |
| Annual return | 14.07% | 1859.11%-1845.0pp | 1063.93%-1049.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $11,991 | $2,811+326.5% | $2,505+378.8% | $4,156+188.5% |
| Participant deferral / active EE | $12,270 | $4,553+169.5% | $3,888+215.6% | $6,407+91.5% |
| Admin fee / account holder | $6,041 | $6,521-7.4% | $5,065+19.3% | $12,270-50.8% |