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 4-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 | $246,742 | $111,535+121.2% | $105,223+134.5% | $137,256+79.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.13% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $28,850 | $3,939+632.3% | $3,689+682.2% | $4,156+594.2% |
| Participant deferral / active EE | $24,041 | $5,500+337.1% | $5,072+374.0% | $6,407+275.2% |
| Admin fee / account holder | $1,596 | $9,721-83.6% | $8,859-82.0% | $12,270-87.0% |