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 8-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 | $249,382 | $95,971+159.9% | $74,550+234.5% | $135,375+84.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2551.83% | 56.96%+2494.9pp | 32.53%+2519.3pp | 519.73%+2032.1pp |
| Employer contribution / active EE | $10,346 | $2,716+280.9% | $1,961+427.6% | $4,779+116.5% |
| Participant deferral / active EE | $8,136 | $3,843+111.7% | $3,108+161.8% | $5,609+45.1% |
| Admin fee / account holder | $3,504 | $6,522-46.3% | $5,060-30.7% | $10,827-67.6% |