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 | $104,974+135.7% | $95,585+158.9% | $142,382+73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.21% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $15,000 | $2,779+439.9% | $2,527+493.7% | $4,299+248.9% |
| Participant deferral / active EE | $24,344 | $4,352+459.4% | $4,023+505.2% | $6,507+274.1% |
| Admin fee / account holder | $3,358 | $6,386-47.4% | $6,127-45.2% | $12,624-73.4% |