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 | $238,132 | $109,817+116.8% | $98,442+141.9% | $167,490+42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.18% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $8,407 | $3,224+160.8% | $2,960+184.0% | $4,837+73.8% |
| Participant deferral / active EE | $17,915 | $4,673+283.4% | $4,276+318.9% | $6,341+182.5% |
| Admin fee / account holder | $61,277 | $6,753+807.5% | $5,949+930.0% | $12,309+397.8% |