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 | $246,224 | $114,381+115.3% | $107,525+129.0% | $142,382+72.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.21% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $17,077 | $4,015+325.4% | $3,754+354.9% | $4,299+297.2% |
| Participant deferral / active EE | $8,733 | $5,564+57.0% | $5,116+70.7% | $6,507+34.2% |
| Admin fee / account holder | $2,544 | $9,860-74.2% | $8,919-71.5% | $12,624-79.9% |