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 3-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 | $190,380 | $102,604+85.5% | $86,188+120.9% | $139,434+36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.56% | 1922.51%-1900.9pp | 1168.45%-1146.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $32,978 | $3,032+987.5% | $2,380+1285.6% | $4,751+594.2% |
| Participant deferral / active EE | $20,348 | $4,676+335.2% | $3,985+410.6% | $6,710+203.2% |
| Admin fee / account holder | $37,686 | $8,657+335.3% | $6,852+450.0% | $11,403+230.5% |