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 6-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 | $229,304 | $102,604+123.5% | $86,188+166.1% | $139,434+64.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.82% | 1922.51%-1907.7pp | 1168.45%-1153.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $11,188 | $3,032+268.9% | $2,380+370.1% | $4,751+135.5% |
| Participant deferral / active EE | $2,936 | $4,676-37.2% | $3,985-26.3% | $6,710-56.2% |
| Admin fee / account holder | $3,842 | $8,657-55.6% | $6,852-43.9% | $11,403-66.3% |