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 7-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 | $235,276 | $102,604+129.3% | $86,188+173.0% | $139,434+68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.33% | 1922.51%-1899.2pp | 1168.45%-1145.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $27,508 | $3,032+807.1% | $2,380+1055.7% | $4,751+479.0% |
| Participant deferral / active EE | $17,222 | $4,676+268.3% | $3,985+332.1% | $6,710+156.7% |
| Admin fee / account holder | $4,419 | $8,657-48.9% | $6,852-35.5% | $11,403-61.2% |