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 | $220,615 | $101,499+117.4% | $147,005+50.1% | $74,546+195.9% |
| Participation rate | 90.1% | 75.5%+14.6pp | 82.2%+7.9pp | 67.2%+22.9pp |
| Annual return | 14.87% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $15,012 | $3,811+293.9% | $4,934+204.2% | $2,624+472.0% |
| Participant deferral / active EE | $7,592 | $7,304+3.9% | $8,070-5.9% | $4,347+74.6% |
| Admin fee / account holder | $7,578 | $1,748+333.6% | $13,006-41.7% | $1,944+289.9% |