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 | $249,136 | $114,381+117.8% | $107,525+131.7% | $142,382+75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.98% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,829 | $4,015+95.0% | $3,754+108.6% | $4,299+82.1% |
| Participant deferral / active EE | $29,428 | $5,564+428.9% | $5,116+475.3% | $6,507+352.2% |
| Admin fee / account holder | $67,006 | $9,860+579.6% | $8,919+651.3% | $12,624+430.8% |