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 | $188,540 | $96,305+95.8% | $80,569+134.0% | $139,434+35.2% |
| Participation rate | 95.7% | 73.6%+22.0pp | 67.0%+28.7pp | 80.3%+15.3pp |
| Annual return | 13.42% | 1350.08%-1336.7pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $9,833 | $3,262+201.5% | $2,723+261.1% | $4,751+107.0% |
| Participant deferral / active EE | $15,728 | $5,232+200.6% | $4,447+253.6% | $6,710+134.4% |
| Admin fee / account holder | $38,021 | $6,599+476.2% | $5,377+607.1% | $11,403+233.4% |