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 | $213,923 | $55,415+286.0% | $155,509+37.6% | $74,495+187.2% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 20.99% | 268.50%-247.5pp | 64.67%-43.7pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $22,306 | $2,267+883.9% | $4,672+377.4% | $2,623+750.4% |
| Participant deferral / active EE | $20,084 | $2,836+608.2% | $5,626+257.0% | $4,346+362.2% |
| Admin fee / account holder | $29,970 | $1,738+1624.1% | $15,912+88.3% | $1,942+1443.5% |