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 | $205,806 | $72,400+184.3% | $67,502+204.9% | $145,922+41.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 21.66% | 7182.46%-7160.8pp | 3512.12%-3490.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $7,415 | $3,069+141.6% | $2,731+171.5% | $4,660+59.1% |
| Participant deferral / active EE | $30,500 | $4,783+537.7% | $4,000+662.5% | $6,688+356.1% |
| Admin fee / account holder | $1,793 | $5,539-67.6% | $3,998-55.1% | $13,397-86.6% |