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 | $247,455 | $101,618+143.5% | $93,063+165.9% | $137,256+80.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.21% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $15,000 | $2,707+454.1% | $2,476+505.8% | $4,156+260.9% |
| Participant deferral / active EE | $24,344 | $4,279+468.9% | $3,958+515.0% | $6,407+280.0% |
| Admin fee / account holder | $3,358 | $6,198-45.8% | $6,033-44.3% | $12,270-72.6% |